Wright Financial Group, LLC

RMD Rules, Updates, and How They Impact Your Retirement

Take control of your retirement with our FREE online presentation designed around Required Minimum Distributions (RMDs). Discover how to navigate recent government updates, explore the latest strategies to maximize your benefits, and protect your hard-earned savings.
Are you prepared for how changes to RMD rules might affect your 401(k), IRA, 403(b), or other retirement accounts? Don’t leave your financial future to chance—gain the knowledge you need to make informed decisions.

Avoid unnecessary taxes and keep more of your retirement income! Learn how to minimize the impact of RMDs and reduce the risk of losing up to 25% of your savings to the IRS.

Hosted by David Wright, this session offers actionable insights to help you plan effectively and make informed decisions about your retirement accounts.

Take control of your financial future—register now!

When
Tuesday, October 7, 2025 · 7:00 p.m. Eastern Time (US & Canada) (GMT -4:00) 
Agenda
  • RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.
  • RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
  • RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
  • RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
  • RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.

Interested in attending? Register here: https://www.bigmarker.com/wright-financial-group/rmd-rules-updates-and-how-they-impact-your-retirement

Date

Oct 07 2025
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.