Lunch & Learn
Women and Wealth
June 1st, 12-1PM
By the year 2030 women are projected to control 70% of our country’s wealth. Having a financial plan in place is essential. Our expert advisors will provide valuable insights and guidance on how to build a plan that can help navigate life transitions with confidence and ease. This is your opportunity to invest in your financial well-being and network with other like-minded women. Bring a guest and join us for an informative and inspiring afternoon.
Valuable insights on:
- Proactive steps you can take today to prepare for the spousal wealth transfer process and ensure a seamless transition of assets.
- Understanding the impact of taxes on spousal transfers and inheritances, and how to implement strategies to minimize tax liabilities.
- The significance of having a contingency plan in place to deal with unexpected life events, and the emotional benefits of being prepared for the unplanned.
Don't miss this opportunity to gain valuable knowledge and guidance from our expert advisors. The future is female!
Register HERE
Presented By:
Jessica Cannella, Co-Founder and President
As the Co-Founder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning,
Jessica engages all levels of financial savvy, from the novice to the expert. She believes that clarity begets confidence. She has worked with hundreds of families to cultivate a retirement vision and connect their unique vision to their customized financial plan. “No two plans are identical. A financial plan is a starting point, a path to start down. However, life can throw curve balls. Therefore, every plan we put together needs flexibility. Communication and mutual understanding are the corner stones of bringing your retirement vision to reality. Think of my team and I as the bumpers at a bowling alley; think of yourself as the bowling ball. Our purpose is to keep you out of the gutter and hitting strikes in retirement.
Nicole Riney, CFP®, VP, Financial Planner
Nicole Riney is a Certified Financial Planner TM with over 10 years of experience in government pensions and retirement planning. She believes that you can never have too much knowledge on how to retire successfully. “Retirement can be a dramatic life change, of which many people find they are not adequately prepared. The way I see it, my role as an advisor is to educate our clients and help guide them through this next chapter in life.” She is grateful to be part of the Oak Harvest family, where she can form long lasting relationships with clients, and help them feel more confident in their financial future.
Nicole grew up in Idaho, Colorado and Utah. She earned a bachelor’s degree in Communications from Weber State University in Ogden, Utah. Her family moved to Houston shortly after Hurricane Ike in 2008. She has been married for over 13 years, has two beautiful children, Sean and McKaylah, and two large dogs. She loves to travel, sewing and crocheting and believes that the best gifts are homemade.
Lizzie Krog CFP®, CTS®, NSSA®, Financial Planner
| 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
Concerned about how market activity could affect your retirement? Get the latest market updates on our youtube channel.
