Lunch & Learn
Dividend Stocks in Retirement
Class Agenda:
Dividend investing can be a great way to generate income and build wealth over time in retirement. Join us to learn how dividend investing could help you to generate returns for your portfolio and why a process-driven approach is important in your investment portfolio. We will also have a Q&A session where you can ask our investment team any questions you have about dividend investing.
Presented by:
Troy Sharpe, CFP®, CTS®, CPWA®
Founder and CEO
Chris Perras, CFA®, CLU®, ChFC®
Chief Investment Officer
Charles Scavone, CFA®
Director of Investments
May 3rd, 11-12PM CT
Register HERE
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Troy Sharpe CFP®, CTS®, CPWA®
Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). He completed his CPWA® coursework through the Yale School of Management. The CPWA® certification is administered by the Investments and Wealth Institute. He also holds a Series 65 Investment Advisors license and a Texas life insurance license. Troy earned his finance degree from Florida State University and completed Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University.
Troy leads teams of investment advisors, retirement planners, tax specialists, support, and concierge service staff. These diverse professionals work together to provide sophisticated, tailor-made investment management and retirement planning, coupled with responsive concierge customer service.
| Bring a Friend! |
| Do you have a friend that could benefit from this event? Invite them to join you! |
| Box Lunch Served |
| Learn important retirement strategies while enjoying lunch, or take it to go! |
Do you have a friend that could benefit from this event? Invite them to join you!
Invite your friends, family or co-workers that may benefit
THE RETIREMENT INCOME SHOW
Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
YOUTUBE RETIREMENT CHANNEL
Plan for your retirement more effectively, through informative case studies on challenges faced by people just like you.
