What You'll Learn

Increase income, greatly reduce taxes and never run out of money in retirement!
Protect and securely grow your retirement utilizing the Core4™ framework!
How to have long term care coverage without paying annual premiums!
How to reduce and even eliminate RMD’s once you reach 70.5!
The most expensive mistake retirees consistently make with their tax-infested IRA and 401(k).
How to avoid IRMAA which can result in thousands of dollars in additional Medicare taxes every year!

Featured Speaker

Jared Kenney
Oak Harvest Financial

Jared Kenney, NSSA® and retirement planning expert with Oak Harvest Financial Group with over a decade of retirement specific experience for an interactive and exclusive retirement event. Discover solutions to your retirement concerns that your broker and banker aren’t sharing with you. Learn how to protect your nest egg and maintain your desired lifestyle.

Seats are limited, sign up today!

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By checking this box and making a reservation you are confirming that you will receive email(s) / call(s) reminding you of, or updating you about your reservation. Phone calls may come from an automatic telephone dialing system. You understand that consent to being contacted is not a condition of purchase or acceptance of services of any kind.

Or call (800) 339-7882 and give code 158088W to make a reservation

Oak Harvest Financial Group provides retirement, investment, insurance and financial planning services for those in or approaching retirement. Nothing in this Financial Workshop is to be considered personal financial, legal or tax advice. It is for informational purposes only and designed for individuals ages 50 and above, have over $250,000 in IRA’s, 401(k)’s and retirement accounts. Investments placed through Oak Harvest Investment Services, LLC a registered investment advisory firm with the State of Texas. Insurance placed through Oak Harvest Insurance Services, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial professionals not invited unless they prepay a $1,500 education fee. Adults only over the age of 18 allowed to attend. Not affiliated with Social Security Administration or any government agency. No admittance 15 minutes after the start of the presentation. This event is for first-time attendees only.