Clermont County Public Library - Union Township Branch
4450 Glen Este-Withamsville Rd, Cincinnati, OH 45245
Seating is limited, reserve your spot now!
How Will IRMAA Affect Your Social Security?
Join us for a Complimentary Educational Event to discover smart claiming strategies, new legislation, and tips to minimize IRMAA surcharges and maximize your lifetime benefits.
Tuesday, May 12th @ 6:00 PM
How Will IRMAA Affect
Your Social Security?
How to make your social security tax-free, even after claiming
How to make your retirement assets work together holistically, reinforcing your retirement goals
How to keep IRMAA (Medicare surcharges) from eating 30-70% of your social security check
The current state of Social Security and Medicare, and how to prepare for eventual systemic shortfalls
How will the One Big Beautiful Bill affect your social security benefits?
Married, single, widowed, or divorced: how you claim matters, for you and your heirs
Join Us and Learn:
Join us
Clermont County Public Library — Union Township Branch
4450 Glen Este-Withamsville Rd, Cincinnati, OH 45245
Tuesday, May 12th @ 6:00 PM
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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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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
Meet Our Advisors
Joseph R. Wilson III
AAMS President
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.
Brad Johansen
Media Communications Specialist, Advisor
Brad brings 40 years of award-winning communication expertise as a master storyteller in newsrooms and broadcast booths across the country. Brad now has turned his attention to helping the modern retiree learn more about how to be and stay retirement ready by hosting WI$E MONEY for Omega Wealth Private Capital. Brad’s ability to get to the heart of the story has earned him 24 Emmys and more than 50 local and national journalism awards. He’s been recognized for his breadth of talent that began with him being named the #1 Speaker in the Nation as a collegiate forensics competitor at Bradley University. Brad’s writing skills are prolific, being awarded multiple times by the Associated Press as the year’s best broadcast writer. He has produced award winning documentaries, investigative reports, light features, news anchoring, sports anchoring, and play-by-play.
Keith is a proud graduate of Purdue University. Having been a Cincinnati resident for over 25 years, he comes to Omega Wealth Private Capital with over 20 years of experience in sales, finance, and insurance. His desire to educate and assist people throughout retirement brought him to our team as a Wealth Advisor.
As an avid follower of Purdue sports, Keith can be found cheering on the Boilermakers whenever they play. He is also a fan of the Bengals and holds season tickets to FC Cincinnati. On weekends, Keith can be found on the walking trails of one of Cincinnati’s many great parks or volunteering at a local animal shelter in Batavia.
Keith Lewis
Financial Advisor
Doug Ducker
Financial Advisor
With over 15 years of experience in the financial industry, Doug has developed a deep passion for retirement planning. He and his wife are proud lifelong residents of the Fort Wright, Kentucky, area, and have been happily married since 2008. Together, they are the proud parents of three wonderful children, who are the apples of their eyes. In addition to his professional commitments, Doug cherishes spending quality time with his family. They enjoy attending Bengals games, cheering on FC Cincinnati, and creating lasting memories on family vacations. He and his wife are actively involved in their children’s lives, supporting them in school sports and various events. On weekends, you can find his family on the soccer fields, coaching and mentoring young athletes as they navigate their journeys in life.
David is a Northern Kentucky native who has lived in the Greater Cincinnati area for most of his life, aside from his time wrestling at Carson-Newman University in East Tennessee. He joins the Omega team as a wealth advisor with more than 28 years of experience in the financial industry. Throughout his career, David has developed a deep passion for helping clients pursue their financial goals and gain confidence as they plan for retirement.
Outside the office, David is an avid outdoorsman who enjoys hunting and playing golf. He also loves live music, cheering on the Columbus Blue Jackets, and traveling with his partner, Rachel.
David Fuehner
Financial Advisor
