Dinner Workshop - Omega Wealth Private Capital

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Dinner Workshop

Tuesday, May 6th and
Wednesday, May 7th, 2025

6:30 pm

Seasons 52: Carmel Indiana

8650 Keystone Crossing

Indianapolis

,

IN

46240

Come learn The FIVE Agreements that must be in place for you to BE AND STAY RETIREMENT READY!

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This website is a publication of Omega Wealth Private Capital, LLC. The firm is registered as an investment adviser with the state of Ohio 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 adviser has achieved a specific level of skill or ability.

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Advisory services offered through Omega Wealth Private Capital, LLC are separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC. Services provided by Omega Wealth Private Capital, LLC are limited to the management of securities portfolios and associated ancillary reviews. All other services, including the Retirement Ready Review, the Retirement Ready Tax Analysis, and the Retirement Ready Income Plan are provided by Wilson Private Capital, LLC.

Wilson Private Capital, LLC also provides non-securities related financial planning advice, including, but not limited to, retirement income planning, general financial plans, wealth management strategies, annuities, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, Medicare, legacy planning, and trust, charitable and estate planning.

Educational seminars, workshops and classes are provided by Wilson Private Capital, LLC at no additional cost to the client.

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