If you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
Avoid Paying Half Your Retirement Income to the IRS!
Come and learn more at this group presentation, hosted by retirement specialist, David Wright. This educational event will cover the basics of Required Minimum Distributions and reveal the latest strategies for maximizing your benefits.
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.
