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 Workshops

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:

April 2
Retirement Luncheon with Troy Sharpe
11:00 am | Perry’s Steakhouse – River Oaks
April 2
Retirement Luncheon with Jared Kenney
12:00 pm | Perry’s & Son Market
April 9
Retirement Luncheon with Troy Sharpe
11:00 am | Perry’s Steakhouse – River Oaks
April 9
Retirement Luncheon with Jared Kenney
12:00 pm | Perry’s & Son Market
April 16
Retirement Luncheon with Troy Sharpe
11:00 am | Sugar Creek Country Club
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.