Retirement Masterclass in Lawrenceburg, OH

Your registration tickets are not final until our office (Olson & Wilson Private Capital) has reached out and confirmed your attendance. We appreciate your understanding and patience as we work to confirm your registration. Parking instructions and directions will be sent to the email address provided when you registered.

Brad and Joe are a dynamic duo of financial advisors who host the Wise Money program. They offer both a television show, Wise Money TV, which airs on Saturdays 7PM on WCPO 9 ABC , Sundays at 11AM on WXIX 19 FOX and 11:30AM on WCPO 9 ABC and a radio show, Wise Money Radio, which can be heard on Saturdays at 5PM on 550 WKRC and Sundays at 8:30AM on 700 WLW. Their shows provide valuable financial advice and guidance, as well as discussions on the latest financial news and topics of interest to their audience. To learn more about Olson & Wilson Private Capital click here.

WHY THIS CLASS MATTERS

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.

IMPORTANT TOPICS FOR RETIREMENT TODAY

TAX RATE RISK

• Why experts say tax rates could double

• How rising taxes may affect your retirement cash flow

• The “Catch 22” of 401k’s and IRA’s

• How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

• The three basic retirement accounts

• How to accumulate dollars in the right types of accounts for future retirement income

• What’s better for you: tax-deferred or tax-free accounts?

• How to define a “true” tax-free investment

• When should you convert to a Roth?

• How IRA’s and 401k’s cause Social Security taxation

• Strategies to reduce or eliminate taxes in retirement

MAXIMIZING SOCIAL SECURITY

• The causes of Social Security taxation

• The Social Security thresholds you need to be aware of

• The real cost of Social Security taxation

• Strategies to eliminate Social Security taxation

• Social Security maximization strategies

RETIREMENT DISTRIBUTION PITFALLS

• How the new rules on “Rate of Withdrawal” affect People Nearing Retirement

• How to ensure you won’t run out of money in retirement

• How to liquidate retirement assets in the right order

• How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

• Is “buy and hold” appropriate in retirement?
• How to safeguard against two types of investment risk
• How to shield your assets from stock market volatility
• Why “asset allocation” alone may not be enough
• How to truly diversify your retirement portfolio

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Advisory services offered through Olson & Wilson Private Capital LLC (“OWPC”) are separate and distinct from insurance sales and services provided by TAP Insurance, LLC. This workshop IS NOT for financial industry professionals.

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Event Venue & Nearby Stays

Lawrenceburg Community Center - Classroom A, 423 Walnut Street, Lawrenceburg, United States