Workshop Notice:

In an effort to keep our clients and staff safe, all events are postponed. We will resume when it is safe to do so.

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

Retirement Classes 101

All events have been postponed due to COVID. They will resume once conditions are safe to do so.

A series of interactive classes on the latest retirement strategies. We aim to inspire the baby boomer community to participate and learn to plan for their best retirement.

How to register: Use the links below or call (281) 822-1350.

OAK HARVEST CURRICULUM:

Check back later for upcoming events.

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy Sharpe and Jessica Cannella at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


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

 

webinar

WEBINARS


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