Planning for your retirement and wondering if you could be making one of these mistakes? Join us on Thursday, February 29th at 6:00pm CT for this month's livestream featuring a conversation between Troy Sharpe CFP and a panel of financial planners and investment managers on some of the stickiest pitfalls they've seen their clients encounter in their experience in the industry.
They'll equip you with actionable advice on how you can steer clear from repeating history and take steps towards safeguarding your retirement nest egg. Whether you're in, nearing retirement or just starting to plan, you're going to want a front seat to this insightful discussion and Q&A session. Don't miss this opportunity to gain valuable knowledge, pick the brains of our panelists, and make more informed decisions about your retirement journey.
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: click2retire.c...
Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP, CPWA, Founder and CEO of Oak Harvest Financial Group with special guest appearances.
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 *****
Негізгі бет Biggest Retirement Planning Mistakes We've Seen and How to Avoid Them: A Panel Discussion
Пікірлер: 6