Retiring Well in the 21st Century Seminar in Whitestown, IN

This is not a Hussey-Mayfield library event.

Join us for an educational workshop designed to help you navigate retirement in today’s ever-changing financial landscape. Whether you're approaching retirement or already there, this event will provide valuable insights into how to protect your assets, maximize your income, and leave a lasting legacy. You'll learn key strategies for optimizing Social Security, minimizing taxes, building a reliable income stream. Prepare to retire well with clarity, confidence, and control.

• How to build an income plan that you, nor your family will outlive
• Optimization strategies to help you get the most from Social Security
• How to pass your wealth to your loved ones in the most tax-advantageous ways possible
• How to build an estate plan that protects your legacy from probate
• Learn strategies on how to structure your current portfolio in today’s market
• How taxes play a central role in how long your money lasts
• How to minimize your taxable liability in retirement & keep more money in your pocket
• Plus much, much more!

Joseph R. Wilson III, AAMS

Founder of Omega Wealth Private Capital

Joe 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 Advisor

Phillip 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 Advisor

With 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

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