* This is a past event

Protecting Your Retirement with Long-Term Care

Metro North Learning Center

960 Memorial City Way, Houston, Texas, 77024

Tuesday, August 12, 2025 - 12:00 PM to 01:30 PM
Central Time - US & Canada

Join Janice Whitten, CFP®, for an insightful Lunch & Learn that discusses the critical importance of integrating long-term care (LTC) planning into your retirement strategy, safeguarding your hard-earned savings and supporting long-term financial stability.

 

Janice will guide you through:

 

  • Understanding what LTC truly means for your retirement
  • Realistic insights into current and future LTC costs
  • The potential financial and emotional impact on your family

 

Additionally, we are delighted to feature a special guest appearance by Nicole Riney, CFP®, Senior Financial Planner! Nicole will illuminate our approach to Long-Term Care (LTC) planning, demonstrating how Oak Harvest Financial Group partners with clients. She will illustrate that our focus extends beyond simply managing money, providing an ongoing, holistic commitment to their Retirement Success Plan (RSP). Through insights into a positive client experience, Nicole will showcase how proactive LTC planning has safeguarded a family's wealth and legacy, bringing these vital concepts to life.

 

Gain the knowledge and explore the options needed to protect your financial future, so you can face potential future needs with confidence and peace of mind.