Events

At Alloy Wealth Management, we are passionate about hosting educational seminars for our local community to help you achieve a successful retirement. We would be delighted to have you join us for any events that suit your schedule. Please feel welcome to contact our office to register at (800) 689-3935.

EDUCATIONAL EVENTS

Why This Class Matters

How to create a clear vision for retirement that could lead to less stress and more happiness.

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

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

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

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

Why Losses During Retirement Matter

The impact of dramatic market loss in retirement
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

MARCH EVENTS

Belmont, NC

Belmont CityRec Center

3/4/2025 @ 12:00 PM

1315 E Catawba St,

Belmont, NC 28012

Fort Mill, SC

Fish Market

3/6/2025 @ 11:30 AM

990 Market St,

Fort Mill, SC 29708

Waxhaw, NC

Emmet’s Social Table

3/18/2025 @ 11:30 AM

401 E South Main St,

Waxhaw, NC 28173

Mooresville, NC

Mitchell Community College

3/4/2025 @ 6:30 PM

219 N Academy St,

Mooresville, NC 28115

Rock Hill, SC

The Pump House

3/11/2025 @ 11:30 AM

575 Herrons Ferry Road,

Rock Hill, SC 29730

Concord, NC

Flywheel Coworking Concord

3/20/2025 @ 2:30 PM

57 Union St S,

Concord, NC 28025

Huntersville, NC

Red Rocks Cafe: Birkdale Village

3/6/2025 @ 11:30 AM

8712 Lindholm Dr,

Huntersville, NC 28078

Charlotte, NC

Charlotte Mecklenburg Library – Steele Creek

3/13/2025 @ 1:00 PM

13620 Steele Creek Rd,

Charlotte, NC 28273

Mooresville, NC

On The Nines Bistro

3/27/2025 @ 6:30 PM

205 Golf Course Dr,

Mooresville, NC 28115

Contact Us

When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

Register Today

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Alloy Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.