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.