* This is a past event
The First 5 Years of Retirement: 7 Decisions That Could Shape the Next 25
The first few years of retirement can be some of the most important years of your financial life.
Why? Because decisions about Social Security, retirement income, taxes, Roth conversions, Medicare, and your investments don't happen in isolation. One decision may affect another, creating a domino effect that could influence your retirement plan for years to come.
Join Troy Sharpe, CFP®, Founder and CEO of Oak Harvest Financial Group, Ryan Kenney, Senior Wealth Advisor, and Eric Nguyen, CFP®, Senior Wealth Advisor, live on Tuesday, August 25 at 6:30 PM CT for an educational discussion about 7 important decisions to consider during the first five years of retirement.
We'll explore questions such as:
- When should Social Security enter your retirement income plan?
- Which accounts could you draw income from first?
- How can withdrawals affect your taxable income?
- When might a Roth conversion make sense?
- How could income decisions affect Medicare premiums?
- What happens when a market downturn occurs early in retirement?
- How do today's decisions connect with the legacy you eventually leave behind?
The goal isn't to give you seven isolated retirement tips. It's to help you see how the pieces of retirement planning fit together so you can approach these important years with greater visibility and clarity.
Plus, Join Us Live
We'll finish the livestream with a live Q&A, giving attendees an opportunity to submit questions for our panel.
We'll also have a special giveaway for those in attendance, so be sure to join us live.
This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****
Giveaway Official Rules
1. No purchase necessary to win.
2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. You will be excluded from the drawing if winning will result in you violating the Oak Harvest gift policy. The drawing is subject to federal, state, and local laws and regulations.
3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024.
4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements.
5. Entry period. Entries will be accepted August 25th, 2026 between 6:30pm CT and 7:15pm CT. Entries submitted before or after the entry period will be disqualified.
6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person.
7. Winner selection. Two Winner(s) will be selected on August 25, 2026 during the Livestream and will be randomly selected for a chance to win a $100 restaurant gift card.
8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com