About
Join us for our FREE online presentation and discover how to avoid the critical mistakes that a staggering 80% of IRA owners tend to make.

Dear 401(k), IRA, 403(b), and retirement account holders, it's imperative to stay informed and prepared for impending changes that could significantly impact your financial future.

Are you prepared to uncover the keys to steering clear of costly IRA errors and unlocking the full potential of your IRA and 401(k)?

In light of the ongoing economic uncertainty, adapting your retirement planning strategies to safeguard your savings has never been more essential.

Don't miss out on this enlightening group presentation hosted by David Wright.
Presenter
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David Wright
Owner / President
David M. Wright, CLU, ChFC is a 35-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Ft. Lauderdale, FL. As a pre- and post-retirement advisor, he has helped hundreds of people maximize the utility of their money with income-generating financial tools and strategies. David currently resides in Sylvania, Ohio with his wife Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.
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