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
SEPTEMBER EVENTS
Charlotte, NC
Zinicola
9/10/2024 @ 11:30 AM
14835 Ballantyne Village Way #140
Charlotte, NC 28277
Charlotte, NC
Gardner-Webb University (Charlotte Campus)
9/17/2024 @ 11:30 AM
8030 Arrowridge Blvd
Charlotte, NC 28273
Greenville, SC
Greenville Technical College
9/24/2024 @ 11:00 AM
506 S Pleasantburg Dr,
Greenville, SC 29607
Huntersville, NC
Red Rocks Cafe
9/12/2024 @ 11:30 AM
8712 Lindholm Dr,
Huntersville, NC 28078
Huntersville, NC
Firebirds Wood Fired Grill
9/19/2024 @ 11:30 AM
16641 Birkdale Commons Pkwy
Huntersville, NC 28078
Greenville, SC
Augusta Grill
9/24/2024 @ 6:30 PM
1818 Augusta St.
Greenville, SC 29605
Denver, NC
The Foundry
9/26/2024 @ 6:30 PM
310 Exploration Blvd
Denver, NC 28037
Charlotte, NC
Queens University of Charlotte
Duke Energy Auditorium in
Rogers Hall
9/12/2024 @ 6:30 PM
1900 Selwyn Ave
Charlotte, NC 28274
Fort Mill, SC
Fish Market
9/19/2024 @ 6:30 PM
990 Market St.
Fort Mill, SC 29708
Davidson, NC
Charlotte Mecklenburg Library – Davidson
9/26/2024 @ 10:30 AM
119 S Main St. Davidson, NC 28036
OCTOBER EVENTS
Charlotte, NC
Overture Providence
10/15/2024 @ 11:30 AM
6805 Walnut Branch Lane
Charlotte, NC 28277
Mooresville, NC
Charles Mack Citizen Center
10/22/2024 @ 10:30 AM
215 N Main St.
Mooresville, NC 28115
Mooresville, NC
Charles Mack Citizen Center
10/22/2024 @ 12:30 PM
215 N Main St.
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.
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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