It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Events

Educational Events

At Oak Harvest Financial Group, we strive to keep you up to date on retirement issues that matter to you. We hold educational events for the greater community that feature information on specific topics, such as retirement income strategies, annuities, Social Security and much more.

Join us at one of our engaging events, and learn how to create a retirement plan for your financial future.

Calendar of Events

Annuity Education: Allianz 222 

Join us and learn how the Allianz 222® is a useful tool in a retirement plan and can address some of the big “what-ifs” in retirement with safe, guaranteed income, potential for double digit returns* and no market risk!

Is the Allianz 222® right for you?

  • Tax deferred growth
  • Lifetime income that potentially increases throughout retirement
  • Choice of lump sum or enhanced Death Benefit
  • Annual 50% bonus to any index credits earned*
  • 100% principal protected
  • Additional Long Term Care Benefits

UPCOMING EVENTS:

February 26
Annuity Luncheon with Frank Pizzoferrato
11:00 am | Grotto Woodlands

Retirement Workshop

Join us and learn how to better prepare for your financial future. We will have an engaging discussion on the various obstacles and innovative strategies that could not only help reduce your risk, but also potentially lower your taxes and increase the amount of income you receive in retirement.

Topics that are commonly discussed include: 

  • Why the common wisdom on when to take social security is wrong.
  • How to avoid running out of income during retirement. 
  • How to avoid losing up to 70% of your IRA to federal and state estate taxes and income taxes! 
  • The biggest mistake you can make when doing an IRA rollover at retirement.

UPCOMING EVENTS:

February 26
Retirement Luncheon with Troy Sharpe
11:00 am | Fleming’s Prime Steakhouse & Wine Bar
March 5
Retirement Seminar Luncheon
11:00 am | Season’s 52
March 5
Retirement Seminar Luncheon
12:00 pm | Maggiano’s Little Italy
March 12
Retirement Seminar Luncheon
11:00 am | Season’s 52
March 12
Retirement Seminar Luncheon
12:00 pm | Maggiano’s Little Italy

About Oak Harvest Financial Group

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy and Jessica Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


Concerned about how market activity could affect your retirement? Get the latest market updates!

 

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EVENTS


Join us for an upcoming educational event to better prepare for your financial future.