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
AUGUST EVENTS
Concord, NC
Frank Liske Park Barn
8/5/2025 @ 5:30 PM
4001 Stough Rd,
Concord, NC 28027
Monroe, NC
South Piedmont Community College – Old Charlotte Highway Campus
8/7/2025 @ 6:30 PM
1851 S Piedmont St,
Monroe, NC 28110
Kannapolis, NC
Atrium Health Ballpark – Kannapolis Cannon Ballers
8/12/2025 @ 3:30 PM
1 Cannon Baller Wy,
Kannapolis, NC 28081
Belmont, NC
Belmont CityRec Center
8/14/2025 @ 6:30 PM
1315 E Catawba St,
Belmont, NC 28012
Greenville, SC
Truist Culinary & Hospitality Innovation Center
8/14/2025 @ 6:30 PM
556 Perry Ave Ste B 114,
Greenville, SC 29611
Rock Hill, SC
The Pump House
8/19/2025 @ 6:30 PM
575 Herrons Ferry Road,
Rock Hill, SC 29730
Charlotte, NC
Charlotte Mecklenburg Library – Steele Creek
8/21/2025 @ 5:30 PM
13620 Steele Creek Rd,
Charlotte, NC 28273
Statesville, NC
The 500 Club
8/26/2025 @ 6:30 PM
175 Club House Dr,
Statesville, NC 28677
Charlotte, NC
Rooster’s Wood-Fired Kitchen Ballantyne
8/28/2025 @ 6:30 PM
15110 Bowl St #101,
Charlotte, NC 28277
Greenville, SC
CityRange Steakhouse Grill
8/26/2025 @ 6:30 PM
615 Haywood Rd,
Greenville, SC 29607
Contact Us

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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