You are invited to join us for a Complimentary Lunch Event at Perry's Steakhouse & Grille

Tuesday, June 6th

Perry's Steakhouse & Grille  | 9827 Katy Fwy, Houston, TX 77024

Begins at 11:00 am

You will learn strategies to position your assets to minimize inflationary and recession threats to your nest egg and income.

Taxes – Where can you put your money now to protect it from Uncle Sam and future tax hikes?

Market Volatility – What investment strategies can you use now to protect yourself and profit?

Retirement Income –How much money can you safely withdraw from your investments and retirement accounts each year without running out of money?

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LUNCH IS ON US AND THERE IS ABSOLUTELY NO OBLIGATION *

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Troy Sharpe. Gold Circle

Troy Sharpe, CFP®, CPWA®, CTS®

 CEO and Founder of Oak Harvest Financial Group

As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline.

Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Private Wealth Advisor® (CPWA®) and Certified Tax Specialist® (CTS®). He holds a Series 65 Investment Advisor license and a Texas life insurance license.

Troy earned his finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. He then completed his CPWA® coursework through the Yale School of Management. The CPWA® certification is administered by the Investments and Wealth Institute.

You can hear Troy at 12 p.m. each Sunday on NewsRadio AM740, KTRH, when he hosts The Retirement Income Show®. And you can see Troy on our Oak Harvest YouTube page. There, he regularly shares videos to help educate clients and prospective customers on the basics and the nuances of retirement planning, estate planning, income generation, tax strategies, investment management and more.

* Retirement Workshops are reserved for first time attendees and individuals ages 50 and above who have over $500,000 in investable assets. Financial professionals not invited unless they prepay a $1,500 education fee. No admittance 15 minutes after the start of the presentation. Clients are welcome to attend, if they bring a guest that may benefit from our services.

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