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.


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


Mooresville, NC

 The Charles Mack Citizen Center

7/9/2024 @ 10:30 AM


215 N Main St
Mooresville, NC 28115

Huntersville, NC


7/16/2024 @ 11:30 AM


16641 Birkdale Commons Pkwy
Huntersville, NC 28078

Greenville, SC

The Salvation Army Kroc Center Greenville

7/30/2024 @ 11:00 AM


424 Westfield St
Greenville, SC 29601

Mooresville, NC

 The Charles Mack Citizen Center

7/9/2024 @ 12:30 PM


215 N Main St
Mooresville, NC 28115

Davidson, NC

North Harbor Club

7/18/2024 @ 11:30 AM


100 N Harbor Pl
Davidson, NC 28036

Easley, SC

Willy Taco Feed & Seed

7/30/2024 @ 6:30 PM


5051 Calhoun Memorial Hwy
Easley, SC 29640

Monroe, NC

South Piedmont Community College-Old Charlotte Highway Campus

7/11/2024 @ 6:30 PM


4209 Old Charlotte Hwy
Monroe, NC 28110

Belmont, NC

Belmont City Rec Center

7/23/2024 @ 6:00 PM


1315 E Catawba St
Belmont, NC 28012


Pineville, NC

 Pineville Library

8/6/2024 @ 11:30 AM


505 Main St #100
Pineville, NC 28134

Greenville, SC

Ray W. Hopkins Mauldin Senior Center

8/20/2024 @ 10:30 AM


203 Corn Rd
Greenville, SC 29607

Charlotte, NC

Charlotte-Mecklenburg Library South County Regional

8/15/2024 @ 6:00 PM


5801 Rea Rd
Charlotte, NC 28277

Cornelius, NC

Peninsula Prime

8/22/2024 @ 6:30 PM


19918 N Cove Rd
Cornelius, NC 28031

Greenville, SC

CityRange Steakhouse

8/20/2024 @ 6:00 PM


615 Haywood Rd
Greenville, SC 29607

Davidson, SC

The Hurt Hub @ Davidson College

8/27/2024 @ 11:30 AM


210 Delburg St
Davidson, NC 28036

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.

Copyright 2020 | All Rights Reserved