Webinar: Estate Planning: How Financial and Legal Strategies can Enhance Your Retirement by Oak Harvest Financial Group

Oak Harvest Financial Group

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WEBINAR DETAILS

About

Join us to learn how Financial and Legal Strategies can Enhance Your Retirement. In this webinar session, we will explore how you can leverage your estate plan to optimize your retirement strategy. This includes the potential for tax reduction, enhanced asset protection, and improvement in your overall estate value.
Agenda
- Potential Strategies for Tax Reduction
- Enhanced Your Asset Protection
- Improve Your Overall Estate Value
Price

Free
Language

English
OPEN TO

Everyone
Dial-in available
(listen only)

Not available.

FEATURED PRESENTERS

Troy Sharpe, CFP®

CEO and Co-Founder

Troy Sharpe, CFP®, has a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School at Rice University. Additionally, Troy is a Registered Financial Consultant with...

Full Profile

Oak Harvest Financial Group

Full Profile

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Oak Harvest Financial Group
Helping Make Your Dream Retirement a Reality. Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax. Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

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