Retiring Well in the 21st Century Seminar in Fairfield, OH

Joe Wilson III, AAMS: Founder of Omega Wealth Private Capital

Brad Johansen: 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. In the coming years, any number of changes could hit you and your retirement hard. Keeping track of these changes,

trends and developments could be the best investment you can make. Local financial planners at Omega Wealth Private Capital will help enlighten and empower you so you have the confidence to make sound financial decisions.

Join us to discover strategies you can act upon immediately, such as:

Market Update: How to avoid the invisible taxation of Inflation that may be eroding your retirement income.

• Stocks & Bonds: Learn how repositioning your portfolio can help hedge against inflation and rising interest rates.

• Safer Strategies: To help protect and grow your assets during Bull Markets and Market Corrections.

• Income: How to help create guaranteed Lifetime Income for you and your spouse.

• How you can potentially turn an IRA into TAX FREE income or an asset for your children or grandchildren while covering your long-term care needs.

• How to calculate your RMD amount and the tax liability.

• Secure Act Law: Learn about this law and how it impacts 401(k)s, IRAs, RMDs and beneficiaries.

• Social Security: How to help maximize Social Security and minimize Social Security Taxation

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.

Host or Publisher Joe Wilson & Brad Olson