Wright Financial Group, LLC

The 7 Secrets of Retirement: What Smart Retirees Do to Reduce Taxes, Cut Hidden Fees, and Create Real Income

About This Webinar

Walk away with three clear takeaways: understand your risk score, learn how to create income without draining your savings, and know exactly what steps to take during the key transition years around retirement.

Retiring without financial anxiety is a goal for many, yet it remains one of the greatest sources of stress for those approaching their golden years. This webinar is designed to address the number one fear shared by retirees today, which is the possibility of outliving their savings.

During this presentation, you will discover the foundational steps to securing a stress-free retirement by learning how to align your personal risk tolerance with your current investment strategy.

Beyond basic planning, we will dive into the nuances of wealth preservation, specifically focusing on how to minimize your exposure to future tax increases and how to identify the difference between necessary and unnecessary investment fees. You will learn to navigate the hidden costs that can erode your savings and understand the critical shift required to transition from simply accumulating assets to generating real, sustainable income.

By the end of this session, you will have a clearer roadmap for protecting what you have built and ensuring your retirement is defined by fulfillment rather than financial worry.

When
Wednesday, February 11, 2026 · 7:00 p.m. Eastern Time (US & Canada) (GMT -5:00) 
Agenda
  • Find out your personal risk score and see if your investments match how much ups and downs you’re actually comfortable with
  • Learn simple ways to lower your taxes so you can keep more of your money instead of giving it away unnecessarily
  • Only pay for the services and fees you truly need and avoid extra costs that slowly eat into your retirement savings
  • Discover how to turn your retirement savings into steady, reliable income you can count on month after month
  • Understand why many people move their 401(k) into an IRA to gain more control, more options, and fewer limitations
  • Get clear on the “transition years” around retirement and how to plan carefully so you don’t make costly mistakes during this important time

Interested in attending? Register here: https://www.bigmarker.com/wright-financial-group/the-7-secrets-of-retirement-what-smart-retirees-do-to-reduce-taxes-cut-hidden-fees-and-create-real-income

Date

Feb 11 2026
Expired!

Time

7:00 pm - 8:00 pm

More Info

Register Here

Organizer

Wright Financial Group
Phone
(419) 885-0957
Email
info@wrightfinancialgroup.com
Register Here

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Spencer Georgetti

Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.

Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.

Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.