Wright Financial Group, LLC

Estate Planning Workshop

About This Workshop

In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement and estate planning may change.

👉 How to help avoid personal disaster for your family and loved ones in the face of estate planning
👉 Avoiding a financial calamity with no estate plan
👉 3 timeless techniques to a more stable estate plan
👉 Optimize your estate plan to help secure your assets
👉 strategies to help guide the best estate plan for you
👉 Tangible reasons for good estate planning.
👉 The basics of a good estate plan.

Date

Feb 22 2024
Expired!

Time

6:30 pm - 7:30 pm

More Info

Register Here

Location

Maumee Senior Center
2430 Detroit Ave, Maumee, OH 43537

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.