How To Plan For A Stress-Free Retirement

Learn how to minimize your taxes in retirement and plan for a secure and stress-free financial future!

WHAT YOU WILL LEARN 

How to build an income plan that you, nor your family will outlive

Optimization strategies to help you get the most from Social Security

How to pass your wealth to your loved ones in the most tax-advantageous ways possible

How to build an estate plan that protects your legacy from probate

Learn strategies on how to structure your current portfolio in today’s market

How taxes play a central role in how long your money lasts

How to minimize your taxable liability in retirement & keep more money in your pocket

Plus much, much more!

Saturday, June 21st @ 10:00 AM

740 Centre View Blvd, Crestview Hills, KY 41017

Columbia Sussex - First Floor Educational Room

Use of the meeting space does not constitute endorsement from the venue. 

Joseph R. Wilson III
 AAMS President

Joe is the founder of Omega Wealth Private Capital. Joe has spent the last 18 years in the investment and financial planning industry, spending many years on the inside of several regional wirehouse firms. That experience allowed Joe to witness firsthand how those large regional firms handled their clients planning and investment portfolios. This inside experience developed in Joe a burning desire to do things differently when he had his own firm.

Joe’s determination to remove the “Wallstreet Jargon” allowing clients to understand what they own and why they own it. He believes that truly understanding your retirement plan is the difference between being and staying retirement ready.  On weekends you can find Joe watching John Wayne movies on a rainy day or playing golf with his wife Angela of almost two decades and watching their two kids playing in a college golf tournament. They are truly a golf fam.

Brad Johansen
Media Communications Specialist, Advisor

Brad brings 40 years of award-winning communication expertise as a master storyteller in newsrooms and broadcast booths across the country. Brad now has turned his attention to helping the modern retiree learn more about how to be and stay retirement ready by hosting WI$E MONEY for Omega Wealth Private Capital. Brad’s ability to get to the heart of the story has earned him 24 Emmys and more than 50 local and national journalism awards. He’s been recognized for his breadth of talent that began with him being named the #1 Speaker in the Nation as a collegiate forensics competitor at Bradley University. Brad’s writing skills are prolific, being awarded multiple times by the Associated Press as the year’s best broadcast writer. He has produced award winning documentaries, investigative reports, light features, news anchoring, sports anchoring, and play-by-play.

Keith is a proud graduate of Purdue University. Having been a Cincinnati resident for over 25 years, he comes to Omega Wealth Private Capital with over 20 years of experience in sales, finance, and insurance. His desire to educate and assist people throughout retirement brought him to our team as a Wealth Advisor.
As an avid follower of Purdue sports, Keith can be found cheering on the Boilermakers whenever they play. He is also a fan of the Bengals and holds season tickets to FC Cincinnati. On weekends, Keith can be found on the walking trails of one of Cincinnati’s many great parks or volunteering at a local animal shelter in Batavia.

Keith Lewis
Financial Advisor

Doug Ducker
Financial Advisor

With over 15 years of experience in the financial industry, Doug has developed a deep passion for retirement planning. He and his wife are proud lifelong residents of the Fort Wright, Kentucky, area, and have been happily married since 2008. Together, they are the proud parents of three wonderful children, who are the apples of their eyes. In addition to his professional commitments, Doug cherishes spending quality time with his family. They enjoy attending Bengals games, cheering on FC Cincinnati, and creating lasting memories on family vacations. He and his wife are actively involved in their children’s lives, supporting them in school sports and various events. On weekends, you can find his family on the soccer fields, coaching and mentoring young athletes as they navigate their journeys in life.

Why attend this complimentary live event?

By attending this seminar you will emerge relieved, and armed with the tools necessary to build a more comfortable retirement.