AGENDA

Saturday, March 14th

8:00AM – 9:00AM

CHECK-IN
Welcome and settle in. Complete registration, receive your materials, and prepare to engage in a full day of strategic financial insights designed to help you protect, grow, and confidently manage your wealth.

9:00AM – 9:15AM

OPENING REMARKS
A brief kickoff to align expectations, introduce our expert faculty, and frame today’s curriculum — all with the goal of empowering you to think proactively about your financial future.

HOST:

BRAD JOHANSEN

9:15AM – 10:00AM

INCOME IS THE OUTCOME

Explore how smart income planning is the cornerstone of a secure retirement. We’ll break down how to structure assets and reliable income streams so you can support your lifestyle goals while guarding against inflation, market risk, and unforeseen expenses.
PRESENTER:

JOE WILSON III
CEO


10:00AM – 10:45AM

INVESTMENTS- DO YOU KNOW YOUR HIDDEN RISK?

Income is the foundation of a successful retirement. This session focuses on how to build reliable, sustainable income streams from your savings—so you can spend confidently without fear of running out.

PRESENTER:

JOE WILSON III
CEO

10:45AM – 11:00AM

BREAK

Time to grab a refreshment, digest what you’ve learned so far and prepare for deeper financial strategies ahead.
PRESENTER:
SCOTT WINSTEAD


11:00AM – 11:45AM

“Surviving the What If’s” Medicare & Long Term Care

Navigating Medicare and preparing for future care needs doesn’t have to be overwhelming. We’ll cover what to consider when enrolling in Medicare, supplement options, and how to prepare for long-term care costs without draining your savings.
PRESENTER:

KEITH LEWIS

PRESENTER:

DOUGLAS DUCKER

PRESENTER:

DAVID FUEHNER

11:45AM – 12:30PM

LUNCH

A well-deserved break to refresh, connect with fellow participants, and exchange ideas about implementing what you’ve learned up to this point.

12:30PM – 1:30PM

HOW TO FLOURISH

Join our special guest speaker, Anthony Muñoz, Pro Football Hall of Famer and former Cincinnati Bengals great, as he shares his personal life experiences, leadership journey, and the mission behind the Anthony Muñoz Foundation. Anthony will connect purpose, perseverance, and giving back — offering powerful perspective on what it truly means to flourish in life.
PRESENTER:
Anthony MuÑoz NFL HOF 1998

1:30PM – 1:45PM

BREAK

Recharge and take a moment to integrate your understanding of income, taxes, and risk before we dive into planning for change and complexity in retirement.
PRESENTER:
SCOTT WINSTEAD

1:45PM – 2:45PM

THE TAX TIMEBOMB

Tax laws change. Markets change. Life changes. We’ll break down the most impactful tax issues retirees face, why failing to update your financial plan can be costly, and how to build processes that allow your plan to adapt and stay optimized over time.
PRESENTER:

JOE WILSON III
CEO

2:45PM – 3:45PM

PROTECT YOUR LEGACY
“THE HOW & WHAT”
This is where strategy turns into action. Learn the practical steps to implement your legacy plan effectively — from trusts and beneficiary coordination to minimizing estate taxes and ensuring your financial intentions are executed exactly as you intend.
PRESENTER:

JOE WILSON III
CEO

3:45PM – 4:00PM

CLOSING REMARKS
Conclude the day by revisiting key takeaways and next steps. You’ll also have the opportunity to connect one-on-one with our Omega Wealth Private Capital team to ask questions, explore your personal situation, and learn how we can help support your financial goals moving forward.

HOST:

BRAD JOHANSEN