Lunch & Learn
Social Security Planning
Class Agenda:
- How to Optimize your Social Security Benefits to Maximize Retirement Income
- Social Security Pitfalls and Common Mistakes
- Little Known Tax Benefits of Social Security that can make it up to 100% income tax free
- A Fun, Comprehensive Retirement Planning Case Study focused on Social Security Benefits
August 9th, 12-1PM
Registration is CLOSED
Meet Your Presenters
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.
Ed Rossi, CFP®, CTS®, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®
Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for their retirement.
Ed is a native Houstonian, earning his B.B.A. from the University of Houston with a concentration in Finance (1992). Even weeks before his graduation, he began working as an advisor. Since then, he has earned his designation as a Certified Financial Planner™ Professional (CFP®) and is a National Social Security Advisor Certificate Holder. Additionally, Ed is a Certified Tax Specialist (CTS®) and Certified Private Wealth Advisor® (CPWA®).
| 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.
