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
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The three basic retirement accounts
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How to accumulate dollars in the right types of accounts for future retirement income
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What’s better for you: tax-deferred or tax-free accounts?
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How to define a “true” tax-free investment
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When should you convert to a Roth?
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How IRA’s and 401k’s cause Social Security taxation
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Strategies to reduce or eliminate taxes in retirement
Retirement Distribution Pitfalls
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How the new rules on “Rate of Withdrawal” affect People Nearing Retirement
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How to ensure you won’t run out of money in retirement
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How to liquidate retirement assets in the right order
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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
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The causes of Social Security taxation
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The Social Security thresholds you need to be aware of
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The real cost of Social Security taxation
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Strategies to eliminate Social Security taxation
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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
OCTOBER EVENTS
Huntersville, NC
North Italia
10/7/2025 @ 6:30 PM
8711 Lindholm Dr.
Huntersville, NC 28078
Huntersville, NC
Firebirds Wood Fired Grill
10/16/2025 @ 11:30 AM
16641 Birkdale Commons Pkwy
Huntersville, NC 28078
Greenville, SC
CityRange Steakhouse Grill
10/7/2025 @ 6:30 PM
615 Haywood Rd.
Greenville, SC 29607
Spartanburg, SC
CityRange Steakhouse Grill
10/16/2025 @ 6:30 PM
774 Spartan Blvd
Spartanburg, SC 29301
Simpsonville, SC
Arizona Steakhouse
10/23/2025 @ 6:30 PM
3952 Grandview Dr.
Simpsonville, SC 29680
Rock Hill, SC
The Pump House Restaurant
10/9/2025 @ 6:30 PM
575 Herrons Ferry Road
Rock Hill, SC 29730
Mooresville, NC
On The Nines
10/16/2025 @ 6:30 PM
205 Golf Course Drive
Mooresville, NC 28115
Charlotte, NC
Link & Pin Arboretum
10/30/2025 @ 6:30 PM
8128 Providence Rd #1200
Charlotte, NC 28277
Fort Mill, SC
Fish Market Bar and Grill
10/13/2025 @ 6:30 PM
990 Market St.
Fort Mill, SC 29780
Monroe, NC
South Piedmont Community College – OCH Campus
10/23/2025 @ 6:30 PM
1851 Piedmont Dr. – Main Building, 2nd Floor Auditorium
Monroe, NC 28110
Events
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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.
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