Investment Fundamentals for Retirement Lunch & Learn

Join Charles Scavone CFA®, Chief Investment Officer and Chris Perras CFA®, CLU®, ChFC®, Capital Markets Strategist at Oak Harvest, for a classroom-style Lunch & Learn designed to help you better understand the fundamentals of investing and the key financial decisions that can impact your retirement future. This educational session will encourage questions throughout as we discuss investment principles, market risks, retirement planning strategies, and how to build a framework for pursuing long-term financial goals.

What You'll Learn:

• The basics of investing and why investing plays an important role in retirement planning
• Understanding the relationship between risk and return
• Key differences between stocks, bonds, mutual funds, ETFs, and other investment vehicles
• How diversification may help manage portfolio risk
• The impact of inflation on long-term purchasing power and retirement income
• Common investment mistakes and behavioral pitfalls to avoid
• How market volatility can affect retirement savings and investment decisions
• Strategies for accumulating and preserving wealth throughout different stages of life
• The role of tax-efficient investing in a retirement plan
• How investment planning fits into a broader retirement income strategy
• Important considerations for transitioning from saving for retirement to generating retirement income
• Questions to consider when evaluating your own retirement readiness

Whether you're just beginning your investment journey or preparing for retirement, this interactive session is designed to provide practical education and actionable insights to help you make more informed financial decisions.