About this Event
Joe Wilson III, AAMS: Founder of Omega Wealth Private Capital
Brad Johansen: Advisor
Louie Randolph, MPAS: Wealth Advisor
More information about the presenters can be found here.
Omega Wealth Private Capital hosts Wise Money TV and Radio. Current airtimes can be found here.
This workshop IS NOT for financial industry professionals.
Your registration tickets are not final until our office (Omega Wealth 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.
WHY SHOULD I ATTEND?
Between client referrals, our TV show, radio show, and workshops we connect with many modern retirees who need help. Our team has found the biggest fear facing the modern retiree is outliving their retirement savings. This workshop will cover three key areas that successful retirement plans have in common. Successful retirement plans: Have an Income Engine, Know the Tax Debt, and Understand Risk Capacity. If you do not know how your current plan incorporates these three topics, this is for you!
INCOME ENGINE
- How much income do you need now
- Social Security: Taxation of benefits, Social Security Optimization
- How much income will you need through retirement
TAX DEBT
- Know the Tax Debt: How much of your retirement savings is subject to tax
- Tax Rate Risk and Legislative Risk
- Roth Conversion Strategies
- Required Minimum Distribution Planning
RISK CAPACITY
- Risk Tolerance vs. Risk Capacity
- Investing in Retirement
- The Impact of Market Volatility on Withdrawal Rate
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend? No, there is no monetary 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.
We look forward to helping you Be and Stay Retirement Ready!
DISCLOSURES:
Advisory services offered through Omega Wealth Private Capital LLC (“OWPC”) are separate and distinct from insurance sales and services provided by Wilson Private Capital LLC.
By registering for this workshop, you are opting in to receive communications from Omega Wealth Private Capital.
To review Omega Wealth Private Capital’s Privacy Policy and Disclosures click here.
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Event Venue & Nearby Stays
Miami University - Marcum Center, 951 East Withrow Street, Oxford, United States
USD 0.00
