ABOUT YOUR HOSTS
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.
Limited Seating, Reservations are Required
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What You'll Learn:
Optimization strategies to help you get the most from Social Security
How to minimize your taxable liability in retirement & keep more money in your pocket
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 to pass your wealth to your loved ones in the most tax-advantageous ways possible
How taxes play a central role in how long your money lasts
Plus much, much more!
Tuesday, June 17th @ 6:00 PM
Kenton County Public Library - Erlanger Branch
401 Kenton Lands Rd, Erlanger, KY 41018
Tuesday, June 17th @ 6:00 PM
401 Kenton Lands Rd, Erlanger, KY 41018
Join Us
Kenton County Public Library - Erlanger Branch
TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Retire Wise, Matt Goolsby, and Market Advisory Group are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Market Investment Group, LLC is registered as an investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. We are not endorsed by or affiliated with the Social Security Administration or any U.S. government agency.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
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Use of the meeting space does not constitute endorsement from the venue.
