# Event Details - **Event Name**: Retiring Well in the 21st Century Seminar in Trafalgar, IN - **Event Start and End Date**: Wed, 29 Oct, 2025 at 12:00 pm – Wed, 29 Oct, 2025 at 01:00 pm - **Event Description**: Seats are limited, get your tickets now!About this EventThis is not a Johnson County Public Library Event.Join Us for a complimentary event and discover smart, practical moves that make retiring simple, secure, and stress-free—no matter where you’re starting from.What you’ll learn:How to build an income plan that you, nor your family will outliveOptimization strategies to help you get the most from Social SecurityHow to pass your wealth to your loved ones in the most tax-advantageous ways possibleHow to build an estate plan that protects your legacy from probateLearn strategies on how to structure your current portfolio in today’s marketHow taxes play a central role in how long your money lastsHow to minimize your taxable liability in retirement & keep more money in your pocketPlus much, much more!Joseph R. Wilson III, AAMSFounder of Omega Wealth Private CapitalJoe is the founder of Omega Wealth Private Capital. Joe has spent the last 18 years in the investment and financial planning industry, spending many years on the inside of several regional wirehouse firms. That experience allowed Joe to witness firsthand how those large regional firms handled their clients planning and investment portfolios. This inside experience developed in Joe a burning desire to do things differently when he had his own firm. Joe’s determination to remove the “Wallstreet Jargon” allowing clients to understand what they own and why they own it. He believes that truly understanding your retirement plan is the difference between being and staying retirement ready. On weekends you can find Joe watching John Wayne movies on a rainy day or playing golf with his wife Angela of almost two decades and watching their two kids playing in a college golf tournament. They are truly a golf fam.Phillip Hogan, Financial AdvisorPhillip Hogan is a seasoned financial professional with over 10 years of experience in the industry. He brings his expertise to Omega Private Wealth, where he focuses on helping clients build comprehensive, holistic retirement plans tailored to their unique goals and lifestyles. Phillip believes in a personalized approach that addresses every aspect of a client’s financial picture, from investment strategies to tax and legacy planning. He graduated from Anderson University with a degree in marketing and was a four-year student-athlete on the men’s basketball team. Outside the office, Phillip enjoys staying active by working out and catching his favorite sports teams in action. He and his wife, a dedicated nurse practitioner, are proud parents to two energetic young boys. Phillip is also passionate about giving back and volunteers regularly, including reading to students at local schools and supporting youth mentorship programs through different organizations.Corey Cordray, Wealth AdvisorWith over 15 years of professional experience as a wealth advisor, Corey brings a strong work ethic, dedication, and a wealth of knowledge to every endeavor. Known for a balanced approach to both career and family, Corey is a proud parent of four and a grandparent to one cherished grandson. When not in the office, Corey is an avid outdoorsman who enjoys hunting, fishing, and playing golf.Omega Wealth Private Capital, LLC is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Advisory services offered through Omega Wealth Private Capital, LLC (“OWPC”) are separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC - **Event URL**: https://allevents.in/trafalgar/retiring-well-in-the-21st-century-seminar-in-trafalgar-in/100001835016105569 - **Event Categories**: Sports, Entertainment, Kids, Workshops - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: USD ## Event venue details - **city**: Trafalgar - **state**: IN - **country**: United States - **location**: Johnson County Public Library - Trafalgar Branch - **lat**: 39.4094262 - **long**: -86.1499769 - **full address**: Johnson County Public Library - Trafalgar Branch, 424 South Tower Drive, Trafalgar, United States ## Event gallery - **Alt text**: Retiring Well in the 21st Century Seminar in Trafalgar, IN - **Image URL**: https://cdn-az.allevents.in/events7/banners/bfea3b52b598902cd8a1f2d95aea8fa92b209b31e8742c115514c8acbac7595d-rimg-w1200-h802-dc2f2f30-gmir.jpg?v=1760646523 ## FAQs - **Q**: When and where is Retiring Well in the 21st Century Seminar in Trafalgar, IN being held? - **A:** Retiring Well in the 21st Century Seminar in Trafalgar, IN takes place on Wed, 29 Oct, 2025 at 12:00 pm to Wed, 29 Oct, 2025 at 01:00 pm at Johnson County Public Library - Trafalgar Branch, 424 South Tower Drive, Trafalgar, United States. - **Q**: Who is organizing Retiring Well in the 21st Century Seminar in Trafalgar, IN? - **A:** Retiring Well in the 21st Century Seminar in Trafalgar, IN is organized by Joe Wilson & Brad Olson. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "Retiring Well in the 21st Century Seminar in Trafalgar, IN", "image": "https://cdn-az.allevents.in/events7/banners/bfea3b52b598902cd8a1f2d95aea8fa92b209b31e8742c115514c8acbac7595d-rimg-w1200-h802-dc2f2f30-gmir.jpg?v=1760646523", "startDate": "2025-10-29", "endDate": "2025-10-29", "url": "https://allevents.in/trafalgar/retiring-well-in-the-21st-century-seminar-in-trafalgar-in/100001835016105569", "location": { "@type": "Place", "name": "Johnson County Public Library - Trafalgar Branch", "address": { "@type": "PostalAddress", "streetAddress": "424 South Tower Drive", "postalCode": "46181", "addressLocality": "Trafalgar", "addressRegion": "IN", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": "39.4094262", "longitude": "-86.1499769" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Seats are limited, get your tickets now!", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-05-01", "availabilityEnds": "2025-10-29", "validFrom": "2026-05-01", "lowPrice": "0.00", "highPrice": "0.00", "price": "0.00", "url": "https://allevents.in/trafalgar/retiring-well-in-the-21st-century-seminar-in-trafalgar-in/100001835016105569" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-05-01", "availabilityEnds": "", "validFrom": "2026-05-01", "url": "https://allevents.in/trafalgar/retiring-well-in-the-21st-century-seminar-in-trafalgar-in/100001835016105569", "price": 0, "name": "General Admission" } ], "organizer": [ { "@type": "Organization", "name": "Joe Wilson & Brad Olson", "url": "https://allevents.in/org/joe-wilson-and-brad-olson/19059716", "description": "JOSEPH R. WILSON III, AAMS\rJoseph R. Wilson III has been in the financial services industry since 2006. An Accredited Asset Management Specialist (AAMS), he has passed the Series 7, 31 and 66 securities exams and holds life and health insurance licenses. Joe has a Bachelor of Science from Indiana Wesleyan University.\r\rJoe’s focus is on asset management, proper asset allocation, retirement income planning and preparing his clients to be confident in uncertainty while assisting them through volatile markets.\r\rA native of Ohio, Joe grew up in Cincinnati. He resides in West Chester with his wife, Angela, and their children, Joe and Aubree. Away from the office, Joe loves to golf with his kids and coaches varsity golf for Lakota East High School. Having been diagnosed with juvenile diabetes at age 11, Joe is passionate about helping JDRF (formerly Juvenile Diabetes Research Foundation) find a cure and is active in the organization’s fundraising campaigns.-BRAD OLSON\rBrad Olson has nearly 25 years’ experience in the financial services industry. He holds life and health insurance licenses, is a licensed CPA and has earned the Personal Financial Specialist (PFS) designation.\r\rBrad’s professional specialty is designing and implementing plans that help create lifetime income for retirees. He does this by using insurance and investment products that are customized to each client. These innovative products are used to create retirement income plans that help insulate clients’ lifetime income from the potentially devastating effects of stock market drops.\r\rBrad lives in Mason, Ohio." } ] } ] ```