Join Troy Sharpe CFP® and two Lead Advisors as they walk through a series of compelling case studies, variables and the various strategies to consider when planning financially for retirement. From asset allocation and withdrawal rates to tax-efficient planning, this session promises to offer invaluable insights and practical advice to help you tailor your retirement plan, working towards greater financial security and peace of mind for your golden years. Don't miss this opportunity to get your questions answered in real-time!
We’ll also do a live Q&A and raffle off gift cards to your favorite restaurant for two lucky winners!
Meet our guests: ✔️ Ed Rossi, CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Lead Advisor: With over 30 years of experience in financial services, Ed is dedicated to helping clients achieve their financial goals at Oak Harvest through a holistic approach to financial planning. A native Houstonian, Ed earned his B.B.A. in Finance from the University of Houston in 1992 and began working as an advisor even before his graduation.
✔️ Ryan Kenney, Lead Advisor: Ryan brings over 10 years of experience in financial and philanthropic planning for families and individuals, focusing on holistic support throughout their financial journey at Oak Harvest. He believes retirement is a new beginning and strives to build lasting, meaningful relationships with his clients. A third-generation Kansas State University alumnus, Ryan holds a degree in Social Science with a minor in Business Administration, along with his Series 65 and Texas life insurance licenses, and is currently pursuing his Certified Financial Planner (CFP) designation.
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: https://click2retire.com/60-with-1-mill
This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****
Raffle Official Rules 1. No purchase necessary to win. 2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. The drawing is subject to federal, state, and local laws and regulations. 3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024. 4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements. 5. Entry period. Entries will be accepted July 25, 2024 between 6:00pm CT and 6:45pm CT. Entries submitted before or after the entry period will be disqualified. 6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person. 7. Winner selection. Winner(s) will be selected on July 25, 2024 during the Livestream and will be randomly selected. 8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com
