How to Satisfy Your RMD

Watch this week’s educational episode to hear the Operations Team discuss Required Minimum Distributions and how the team at Fi Plan Partners will educate you about RMD changes and ensure the process to satisfy your RMD is streamlined and effortless for you.



Adam Vansant, AIF®, BFA
Senior Vice President of Operations & Advisory Services
Wealth Consultant
Email Adam Vansant here

Sonja McGittigan
Operations Specialist
Email Sonja McGittigan here

Makenzie Phillips
Operations Specialist
Email Makenzie Phillips here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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