Wright Financial Group, LLC

Navigating RMDs & Taxes to Help Secure Your Financial Future

Take control of your retirement with our free online session focused on Required Minimum Distributions (RMDs). You’ll learn how recent rule changes could affect your accounts, the latest strategies to make the most of your benefits, and how to protect the savings you’ve worked so hard to build.

Are you ready for the new RMD rules? We’ll break down what they mean for your IRA, 401(k), 403(b), and other retirement accounts so you can feel confident about your next steps.

Keep more of your money. Find out how to lower the tax bite from RMDs and avoid costly mistakes that could leave you paying up to 25% in penalties.

Hosted by Nick Norvell, this straightforward session will give you the tools and clarity you need to plan wisely for retirement.

Save your seat today and take the first step toward keeping more of your retirement income.

When
Thursday, February 26, 2026 · 7:00 p.m. Eastern Time (US & Canada) (GMT -5:00) 
Agenda
  • Deadlines to watch: When you have to take money out of your retirement accounts and what the penalties look like if you miss.
  • How it’s figured: The formula behind required withdrawals and the few exceptions that might apply.
  • Taxes and withdrawals: The way these payouts affect your tax bill and how to soften the impact.
  • What to do with the money: Options for using your withdrawals wisely, including how it works if you leave accounts to family.
  • Planning ahead: Simple strategies to stay on top of the rules and keep your retirement steady.

Interested in attending? Register here: https://www.bigmarker.com/wright-financial-group/navigating-rmds-taxes-to-help-secure-your-financial-future

Date

Feb 26 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.