Upcoming Events

Wealth Wisdom

 

Our most popular financial topics include:

  • A trademarked approach to truly diversify your portfolio during a volatile market
  • How to avoid losing up to 50% of your IRA to federal estate taxes and income taxes
  • The biggest mistake you can make when doing an IRA rollover at retirement or with a trust that contains outdated language
  • How you can legally eliminate taking required minimum distributions (RMD) at age 72

If you own traditional IRA, 401(k), TSP, 403(b) or 457 plans, you owe it to yourself — and your family — to attend this event and get the latest information.

At Russell Total Wealth and Wellness, we make education a top priority. That’s why we offer a full range of wealth and wellness webcasts, classes, and live events that are not only informative but also fun!

Best of all, several of our clients have told us that attending one of our events was the best thing they’ve ever done for their retirement and financial security!

To reserve your spot, please click below or call our office at 937.320.4733.