Filter By:
Thursday
September 17, 2026
Understanding Annuities: The Full Picture
Annuity Class
Oak Harvest Financial Group HQ
September 17
05:30 PM -
06:30 PM
Central Time - US & Canada
Tuesday
October 13, 2026
Financial Foundations Workshop
Lunch and Learn
960 Learning Center
October 13
12:00 PM -
01:00 PM
Central Time - US & Canada
Tuesday
November 10, 2026
Investment Fundamentals for Retirement Lunch & Learn
Lunch and Learn
960 Learning Center
November 10
12:00 PM -
01:00 PM
Central Time - US & Canada
Completed Events
Tuesday
September 8, 2026
Making Sense of Medicare: Coverage, Costs & Key Decisions
Lunch and Learn
960 Learning Center
September 08
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Wednesday
August 26, 2026
August 26 to September 04
02:30 PM -
11:45 PM
Central Time - US & Canada
Tuesday
August 25, 2026
August 25
06:30 PM -
07:30 PM
Central Time - US & Canada
Tuesday
August 11, 2026
Let's Talk Stock Picking
Lunch and Learn
960 Learning Center
August 11
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
July 28, 2026
July 28
06:00 PM -
07:00 PM
Central Time - US & Canada
Tuesday
June 23, 2026
Oak Harvest's 2nd Half 2026 Market Outlook Summit
Market Outlook Summit
June 23
06:00 PM -
07:00 PM
Central Time - US & Canada
Tuesday
June 9, 2026
Social Security Class: Timing, Taxes & Retirement Income
Lunch and Learn
960 Learning Center
June 09
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
May 26, 2026
May 26 to June 12
06:00 PM -
07:00 PM
Central Time - US & Canada
Monday
May 25, 2026
May 25
06:00 PM -
07:00 PM
Central Time - US & Canada
Friday
May 1, 2026
The Go Go Sisterhood Launch Party
Women Only
Queen Bee's Tea Room
May 01
05:30 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Thursday
April 30, 2026
April 30
06:00 PM -
07:00 PM
Central Time - US & Canada
Monday
March 30, 2026
2026 Charity Golf Tournament
Charity
WildCat Golf Club
March 30
12:00 PM -
06:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
March 24, 2026
Costly Retirement Blunders: Why Your “DIY” Strategy Might Be Secretly Costing You Thousands
Livestream
March 24
06:00 PM -
07:00 PM
Central Time - US & Canada
Tuesday
February 24, 2026
Life After Work: Motorcycles, Travel, and Designing a Retirement You Enjoy with Craig Ripley
Livestream
February 24
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Thursday
January 29, 2026
January 29
06:00 PM -
07:00 PM
Central Time - US & Canada
Tuesday
December 16, 2025
December 16
06:00 PM -
07:00 PM
Central Time - US & Canada
Tuesday
December 2, 2025
December 02
11:00 AM -
12:00 PM
Central Time - US & Canada
Thursday
November 20, 2025
November 20
06:00 PM -
07:00 PM
Central Time - US & Canada
Tuesday
October 28, 2025
October 28
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Thursday
October 2, 2025
Pearl & Vine
October 02
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
September 30, 2025
Pearl & Vine
September 30
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
September 23, 2025
September 23
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Monday
September 22, 2025
September 22 to September 29
11:30 AM -
12:30 PM
Central Time - US & Canada
Thursday
September 18, 2025
Perry's Steakhouse & Grille- Memorial City
September 18
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
September 16, 2025
Perry's Steakhouse & Grille- Memorial City
September 16
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
September 11, 2025
Eddie V's Prime Seafood
September 11
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
August 28, 2025
August 28 to September 03
10:00 AM -
05:00 PM
Central Time - US & Canada
Tuesday
August 26, 2025
August 26
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Thursday
August 21, 2025
Perry's Steakhouse & Grille- Katy
August 21
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
August 19, 2025
Perry's Steakhouse & Grille- Katy
August 19
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
August 12, 2025
Protecting Your Retirement with Long-Term Care
Lunch and Learn
Metro North Learning Center
August 12
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
July 29, 2025
July 29
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
July 22, 2025
Haywire
July 22
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 24, 2025
Market Outlook Summit: 2nd Half 2025
Market Outlook Summit
June 24
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 24, 2025
Perry's Steakhouse & Grille- Katy
June 24
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 24, 2025
June 24 to June 30
10:00 AM -
05:00 PM
Central Time - US & Canada
Tuesday
June 17, 2025
Perry's Steakhouse & Grille- Champions
June 17
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 10, 2025
Metro North Learning Center
June 10
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
June 5, 2025
Ruth's Chris Steak Houston
June 05
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 3, 2025
Ruth's Chris Steak Houston
June 03
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
May 27, 2025
May 27 to May 30
10:30 AM -
11:00 PM
Central Time - US & Canada
Tuesday
May 20, 2025
YouTube
May 20
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
May 13, 2025
Understanding Estate Planning: Wills, Trusts & Legacy Planning
Lunch and Learn
Metro North Learning Center
May 13
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
April 29, 2025
YouTube
April 29
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
April 29, 2025
Fleming's Steakhouse
April 29
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
April 15, 2025
Perry's Steakhouse & Grille- Katy
April 15
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Friday
April 11, 2025
2025 Charity Golf Tournament
Charity
BlackHorse Golf Club
April 11
01:00 PM -
08:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
April 8, 2025
The Roadmap to Trump 2.0- What does this mean for the economy?
Lunch and Learn
Metro North Learning Center
April 08
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
March 26, 2025
March 26 to March 28
09:00 AM -
02:00 PM
Central Time - US & Canada
Tuesday
March 25, 2025
YouTube
March 25
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
March 18, 2025
Perry's Steakhouse & Grille- Champions
March 18
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
March 11, 2025
Social Security Lunch & Learn with Ed Rossi
Lunch and Learn
Metro North Learning Center
March 11
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
February 26, 2025
Webinar
February 26 to March 07
12:00 PM -
11:00 PM
Central Time - US & Canada
Tuesday
February 25, 2025
Social Security & Taxes in 2025: New Rules, New Strategies to Keep More of Your Money in Retirement
Livestream
YouTube
February 25
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
February 18, 2025
Perry's Steakhouse & Grille- Memorial City
February 18
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
February 11, 2025
De-Risk Your Retirement
Lunch and Learn
Metro North Learning Center
February 11
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Thursday
January 30, 2025
Market Outlook Summit: 1st Half 2025
Market Outlook Summit
YouTube
January 30
06:30 PM -
07:30 PM
Central Time - US & Canada
Details
Completed
Thursday
December 19, 2024
YouTube
December 19
06:00 PM -
07:30 PM
Central Time - US & Canada
Details
Completed
Thursday
November 21, 2024
Post-Election Market Insights: How Could the Election Results Impact Your Retirement Portfolio?
Livestream
YouTube
November 21
06:00 PM -
07:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
November 13, 2024
The Votes Are In: What It Means for Your Money in 2024 & Beyond
Lunch and Learn
Metro North Learning Center
November 13
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
November 12, 2024
Perry's Steakhouse & Grille- Katy
November 12
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
October 24, 2024
YouTube
October 24
06:00 PM -
07:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
October 22, 2024
Perry's Steakhouse & Grille- Champions
October 22
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
October 9, 2024
Decision 2024: Are Your Finances Ready?
Lunch and Learn
Metro North Learning Center
October 09
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
September 24, 2024
Perry's Steakhouse & Grille- Memorial City
September 24
11:00 AM -
02:00 PM
Central Time - US & Canada
Details
Completed
Thursday
September 19, 2024
Soft Landing or Crash? How the Fed’s Decision May Impact the Stock Market and Your Retirement
Livestream
YouTube
September 19
06:00 PM -
07:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
September 11, 2024
Increasing Your Financial Outcome by Avoiding Errors In Your Divorce Settlement. (Women Only)
Lunch and Learn
Metro North Learning Center
September 11
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
August 29, 2024
Youtube Livestream
August 29
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
August 20, 2024
Webinar
August 20 to August 23
10:00 AM -
11:58 AM
Central Time - US & Canada
Wednesday
August 14, 2024
Securing Your Retirement: Integrating Life Insurance and Long-Term Care Planning Lunch & Learn
Lunch and Learn
Metro North Learning Center
August 14
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
August 6, 2024
Perry's Steakhouse & Grille- Sugar Land
August 06
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
July 25, 2024
YouTube
July 25
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Thursday
June 27, 2024
Market Outlook Summit 2H2024
Market Outlook Summit
June 27
06:00 PM -
07:15 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 25, 2024
Perry's Steakhouse & Grille- Katy
June 25
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Monday
June 24, 2024
Webinar
June 24 to June 26
10:30 AM -
12:28 PM
Central Time - US & Canada
Thursday
June 13, 2024
Advanced Strategies for Portfolio Management to Add Return and Mitigate Investment Risk Livestream
Livestream
YouTube
June 13
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Wednesday
June 12, 2024
Understanding 401(k) Strategy Lunch & Learn
Lunch and Learn
Metro North Learning Center
June 12
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 4, 2024
Perry's Steakhouse & Grille- Champions
June 04
06:00 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Friday
May 24, 2024
Retirement Transitions
Webinar
Webinar
May 24 to May 28
03:00 PM -
04:58 PM
Central Time - US & Canada
Tuesday
May 21, 2024
Fleming's Steakhouse
May 21
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
May 14, 2024
Retirement Tax Strategies Workshop
Seminars
Perry's Steakhouse & Grille- Champions
May 14
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Monday
May 6, 2024
Royal Oaks Country Club
May 06
12:00 PM -
06:30 PM
Central Time - US & Canada
Details
Completed
Thursday
May 2, 2024
The Fate of Social Security, Trump Tax Cuts, and Other Potential Changes to Your Retirement Income
Livestream
YouTube
May 02
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
April 30, 2024
Retirement Tax Strategies Workshop
Seminars
Perry's Steakhouse & Grille- Memorial City
April 30
06:30 PM -
08:30 PM
Central Time - US & Canada
Details
Completed
Friday
April 19, 2024
Space Cowboy Baseball Client Appreciation Event
Client Appreciation
Space Cowboy Constellation Field
April 19 to April 26
07:00 PM -
09:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
April 10, 2024
Navigating Election Season with Investment Insights
Lunch and Learn
Metro North Learning Center
April 10
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
April 9, 2024
Perry's Steakhouse & Grille- Katy
April 09
11:00 AM -
01:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
March 27, 2024
YouTube
March 27
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
March 19, 2024
Perry's Steakhouse & Grille - Sugar Land
March 19
11:00 AM -
02:00 PM
Central Time - US & Canada
Details
Completed
Monday
March 18, 2024
Tax Planning in Retirement
Webinar
Webinar
March 18 to March 22
02:30 PM -
04:28 PM
Central Time - US & Canada
Wednesday
March 13, 2024
Tax Planning Lunch & Learn
Lunch and Learn
Learning Center
March 13
12:00 PM -
01:30 PM
Central Time - US & Canada
Details
Completed
Thursday
February 29, 2024
Biggest Retirement Planning Mistakes We've Seen and How to Avoid Them: A Panel Discussion
Livestream
YouTube
February 29
06:00 PM -
07:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
February 20, 2024
Retirement Tax Strategies
Seminars
Perry's Steakhouse & Grille- Memorial City
February 20
11:00 AM -
02:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
December 12, 2023
Dec 12th Workshop-Jessica
Seminars
Morton's Galleria
December 12
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Thursday
November 30, 2023
November 30
10:30 AM -
12:28 PM
Central Time - US & Canada
Tuesday
November 14, 2023
Perry's Steakhouse- Katy
November 14
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Thursday
November 9, 2023
Perry's Steakhouse- Katy
November 09
06:30 PM -
07:30 PM
Central Time - US & Canada
Details
Completed
Tuesday
October 24, 2023
October 24 Workshop- Annuity
Seminars
Perry's Steakhouse Sugar Land
October 24
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
October 17, 2023
Goode Company Seafood
October 17
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Wednesday
October 11, 2023
October 2023 Lunch and Learn
Lunch and Learn
Houston
October 11
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
September 26, 2023
Del Frisco Steakhouse- Galleria
September 26
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Thursday
September 21, 2023
September 21
02:00 PM -
03:58 PM
Central Time - US & Canada
Thursday
September 14, 2023
Fogo de Chao
September 14
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Thursday
September 7, 2023
September 2023 Lunch & Learn
Lunch and Learn
HQ
September 07
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
August 29, 2023
Fleming's Steakhouse- Houston
August 29
11:00 AM -
01:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
August 15, 2023
August 2023 Retirement Workshop (Ed)
Seminars
Perry's Steakhouse- Memorial City
August 15
12:00 PM -
01:00 PM
Central Time - US & Canada
Details
Completed
Friday
August 4, 2023
August 04
11:30 AM -
01:28 PM
Central Time - US & Canada
Thursday
July 13, 2023
Market Summit H2 July 2023
Market Outlook Summit
The Westin- Memorial City
July 13
06:00 PM -
09:00 PM
Central Time - US & Canada
Details
Completed
Tuesday
June 6, 2023
June 2023 Retirement Workshop
Seminars
Perry's Steakhouse- Memorial City
June 06
11:00 AM -
02:30 PM
Central Time - US & Canada
Details
Completed
Thursday
June 1, 2023
Details
Completed
Tuesday
May 23, 2023
May 23 Retirement Workshop
Seminars
Perry's Steakhouse- Memorial City
May 23
11:00 AM -
12:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
May 3, 2023
Details
Completed
Thursday
April 27, 2023
April 27 Retirement Workshop
Seminars
Seasons 52- City Centre
April 27 to October 23
11:00 AM -
12:30 PM
Central Time - US & Canada
Details
Completed
Wednesday
April 5, 2023
Details
Completed
Houston
September 17
Understanding Annuities: The Full Picture
Oak Harvest Financial Group HQ - Houston, Texas
05:30 PM - 06:30 PM
Houston
October 13
Financial Foundations Workshop
960 Learning Center - Houston, Texas
12:00 PM - 01:00 PM
Houston
November 10
Investment Fundamentals for Retirement Lunch & Learn
960 Learning Center - Houston, Texas
12:00 PM - 01:00 PM
Completed Events
Houston
September 8
Making Sense of Medicare: Coverage, Costs & Key Decisions
960 Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
August 26
August 27
August 28
August 29
August 30
August 31
September 1
September 2
September 3
September 4
August 25
The First 5 Years of Retirement: 7 Decisions That Could Shape the Next 25
06:30 PM - 07:30 PM
Houston
August 11
Let's Talk Stock Picking
960 Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
July 28
June 23
Houston
June 9
Social Security Class: Timing, Taxes & Retirement Income
960 Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
May 26
May 27
May 28
May 29
May 30
May 31
June 1
June 2
June 3
June 4
June 5
June 6
June 7
June 8
June 9
June 10
June 11
June 12
Social Security Decisions That Could Impact Your Retirement Income
06:00 PM - 07:00 PM
May 25
Stock Market Themes After Q1 Earnings: What Retirees Should Be Watching
06:00 PM - 07:00 PM
Houston
May 1
The Go Go Sisterhood Launch Party
Queen Bee's Tea Room - Houston, Texas
05:30 PM - 08:30 PM
View Details
Completed
April 30
Estate Planning Essentials Live: Wills, Trusts, Probate, and Protecting Your Legacy
06:00 PM - 07:00 PM
Houston
March 30
2026 Charity Golf Tournament
WildCat Golf Club - Houston, Texas
12:00 PM - 06:00 PM
View Details
Completed
March 24
Costly Retirement Blunders: Why Your “DIY” Strategy Might Be Secretly Costing You Thousands
06:00 PM - 07:00 PM
February 24
Life After Work: Motorcycles, Travel, and Designing a Retirement You Enjoy with Craig Ripley
06:00 PM - 07:00 PM
View Details
Completed
January 29
December 16
2025 Stock Market Wrap-Up: Hits, Misses, and Insights from Oak Harvest Investment Team
06:00 PM - 07:00 PM
December 2
November 20
Laid Off, Retiring or Changing Jobs? What to Do With Your 401(k) or Pension
06:00 PM - 07:00 PM
October 28
Tax-Smart Withdrawals: Which Account Do You Tap First in Retirement?
06:00 PM - 07:00 PM
View Details
Completed
Katy
October 2
Retirement Workshop presented by Troy Sharpe
Pearl & Vine - Katy, Texas
06:00 PM - 08:30 PM
View Details
Completed
Katy
September 30
Retirement Workshop presented by Troy Sharpe
Pearl & Vine - Katy, Texas
11:00 AM - 01:30 PM
View Details
Completed
September 23
Myth or Fact: Which Retirement "Rules" Could Be Costing You Thousands?
06:00 PM - 07:00 PM
View Details
Completed
September 22
September 23
September 24
September 25
September 26
September 27
September 28
September 29
What Could Go Right? Exploring Stock Market Tailwinds for Q4 of 2025-1H of 2026
11:30 AM - 12:30 PM
Houston
September 18
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Memorial City - Houston, Texas
06:00 PM - 08:30 PM
View Details
Completed
Houston
September 16
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Memorial City - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
September 11
Retirement Workshop presented by Troy Sharpe
Eddie V's Prime Seafood - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
August 28
August 29
August 30
August 31
September 1
September 2
September 3
Protecting Your Retirement with Long-Term Care Webinar
10:00 AM - 05:00 PM
August 26
Deep Dive into the “Big Beautiful Bill” and Its Possible Impact on Your Portfolio
06:00 PM - 07:00 PM
View Details
Completed
Katy
August 21
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Katy - Katy, Texas
06:00 PM - 08:30 PM
View Details
Completed
Katy
August 19
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Katy - Katy, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
August 12
Protecting Your Retirement with Long-Term Care
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
July 29
Major Tax Changes Are Coming: What Retirees Need to Know about Upcoming Legislation
06:00 PM - 07:00 PM
View Details
Completed
Houston
July 22
Retirement Workshop presented by Troy Sharpe
Haywire - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Katy
June 24
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Katy - Katy, Texas
11:00 AM - 01:30 PM
View Details
Completed
June 24
June 25
June 26
June 27
June 28
June 29
June 30
Smart Income Planning: Budgeting for Your Go-Go Years and Economic Uncertainty
10:00 AM - 05:00 PM
Houston
June 17
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Champions - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
June 10
Smart Income Planning: Budgeting for Your Go-Go Years and Economic Uncertainty
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
Houston
June 5
Retirement Workshop presented by Troy Sharpe
Ruth's Chris Steak Houston - Houston, Texas
06:00 PM - 08:30 PM
View Details
Completed
Houston
June 3
Retirement Workshop presented by Troy Sharpe
Ruth's Chris Steak Houston - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
May 27
May 28
May 29
May 30
Understanding Estate Planning: Wills, Trusts & Legacy Planning
10:30 AM - 11:00 PM
May 20
Retiring with a Pension: Lump Sum or Lifetime Income? Pension Tax Moves You Need to Know
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
May 13
Understanding Estate Planning: Wills, Trusts & Legacy Planning
Metro North Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
April 29
Trump 2.0 and Its Impact on the Economy and Your Retirement
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
April 29
Retirement Workshop presented by Troy Sharpe
Fleming's Steakhouse - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Katy
April 15
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Katy - Katy, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
April 11
2025 Charity Golf Tournament
BlackHorse Golf Club - Houston, Texas
01:00 PM - 08:00 PM
View Details
Completed
Houston
April 8
The Roadmap to Trump 2.0- What does this mean for the economy?
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
March 26
March 27
March 28
March 25
Social Security, Dividends, Annuities & Taxes: Crafting an Income Plan that Can Save You Money for Retirement
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
March 18
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Champions - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
March 11
Social Security Lunch & Learn with Ed Rossi
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
February 26
February 27
February 28
March 1
March 2
March 3
March 4
March 5
March 6
March 7
De-Risk Your Retirement presented by Janice Whitten
Webinar
12:00 PM - 11:00 PM
February 25
Social Security & Taxes in 2025: New Rules, New Strategies to Keep More of Your Money in Retirement
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
February 18
Retirement Workshop presented by Troy Sharpe
Perry's Steakhouse & Grille- Memorial City - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
February 11
De-Risk Your Retirement
Metro North Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
December 19
2024 Stock Market Wrap-Up: Hits, Misses, and Insights from Oak Harvest Investment Team
YouTube
06:00 PM - 07:30 PM
View Details
Completed
November 21
Post-Election Market Insights: How Could the Election Results Impact Your Retirement Portfolio?
YouTube
06:00 PM - 07:30 PM
View Details
Completed
Houston
November 13
The Votes Are In: What It Means for Your Money in 2024 & Beyond
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
Katy
November 12
Retirement Tax Strategies with Troy Sharpe
Perry's Steakhouse & Grille- Katy - Katy, Texas
11:00 AM - 01:30 PM
View Details
Completed
October 24
Live Retirement Planning Session: I'm 65 with $1.4M in IRAs
YouTube
06:00 PM - 07:30 PM
View Details
Completed
Houston
October 22
Retirement Tax Strategies with Troy Sharpe
Perry's Steakhouse & Grille- Champions - Houston, Texas
06:00 PM - 08:30 PM
View Details
Completed
Houston
October 9
Decision 2024: Are Your Finances Ready?
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
Houston
September 24
Retirement Tax Strategies with Troy Sharpe
Perry's Steakhouse & Grille- Memorial City - Houston, Texas
11:00 AM - 02:00 PM
View Details
Completed
September 19
Soft Landing or Crash? How the Fed’s Decision May Impact the Stock Market and Your Retirement
YouTube
06:00 PM - 07:30 PM
View Details
Completed
Houston
September 11
Increasing Your Financial Outcome by Avoiding Errors In Your Divorce Settlement. (Women Only)
Metro North Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
August 29
Protect Your Retirement Legacy: Understanding IRA Inheritance, RMD Rules, & Trust Basics
Youtube Livestream
06:00 PM - 08:30 PM
View Details
Completed
August 20
August 21
August 22
August 23
Securing Your Retirement: Integrating Life Insurance and Long-Term Care Planning
Webinar
10:00 AM - 11:58 AM
Houston
August 14
Securing Your Retirement: Integrating Life Insurance and Long-Term Care Planning Lunch & Learn
Metro North Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
Sugar Land
August 6
Maximizing Your Social Security Benefits Workshop
Perry's Steakhouse & Grille- Sugar Land - Sugar Land, Texas
11:00 AM - 01:30 PM
View Details
Completed
July 25
Live Retirement Planning Session: I'm 60 with $1 Million
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Katy
June 25
Retirement Tax Strategies June 25 Workshop
Perry's Steakhouse & Grille- Katy - Katy, Texas
11:00 AM - 01:00 PM
View Details
Completed
June 24
June 25
June 26
Retirement Ready: 401(k) Strategies for Working Professionals
Webinar
10:30 AM - 12:28 PM
June 13
Advanced Strategies for Portfolio Management to Add Return and Mitigate Investment Risk Livestream
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
June 12
Understanding 401(k) Strategy Lunch & Learn
Metro North Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
Houston
June 4
Wine, Dine & Discover How to Secure Your Retirement (Women Only Event)
Perry's Steakhouse & Grille- Champions - Houston, Texas
06:00 PM - 08:30 PM
View Details
Completed
May 24
May 25
May 26
May 27
May 28
Houston
May 21
Annuities Workshop- The Good, The Bad & The Ugly Workshop
Fleming's Steakhouse - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
May 14
Retirement Tax Strategies Workshop
Perry's Steakhouse & Grille- Champions - Houston, Texas
11:00 AM - 01:30 PM
View Details
Completed
Houston
May 6
1st Annual Charity Golf Tournament
Royal Oaks Country Club - Houston, Texas
12:00 PM - 06:30 PM
View Details
Completed
May 2
The Fate of Social Security, Trump Tax Cuts, and Other Potential Changes to Your Retirement Income
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
April 30
Retirement Tax Strategies Workshop
Perry's Steakhouse & Grille- Memorial City - Houston, Texas
06:30 PM - 08:30 PM
View Details
Completed
Sugar Land
April 19
April 20
April 21
April 22
April 23
April 24
April 25
April 26
Space Cowboy Baseball Client Appreciation Event
Space Cowboy Constellation Field - Sugar Land, Texas
07:00 PM - 09:30 PM
View Details
Completed
Houston
April 10
Navigating Election Season with Investment Insights
Metro North Learning Center - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
Katy
April 9
Maximizing Your Social Security Benefits Workshop
Perry's Steakhouse & Grille- Katy - Katy, Texas
11:00 AM - 01:30 PM
View Details
Completed
March 27
Livestream: Navigating Election Year Volatility in the Markets
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Sugerland
March 19
Annuities Workshop- The Good, The Bad & The Ugly
Perry's Steakhouse & Grille - Sugar Land - Sugerland, Texas
11:00 AM - 02:00 PM
View Details
Completed
March 18
March 19
March 20
March 21
March 22
Houston
March 13
Tax Planning Lunch & Learn
Learning Center - Houston, Texas
12:00 PM - 01:30 PM
View Details
Completed
February 29
Biggest Retirement Planning Mistakes We've Seen and How to Avoid Them: A Panel Discussion
YouTube
06:00 PM - 07:00 PM
View Details
Completed
Houston
February 20
Retirement Tax Strategies
Perry's Steakhouse & Grille- Memorial City - Houston, Texas
11:00 AM - 02:00 PM
View Details
Completed
Houston
December 12
Dec 12th Workshop-Jessica
Morton's Galleria - Houston, Texas
11:00 AM - 01:00 PM
View Details
Completed
Katy
November 14
Nov 14th De-Risk Your Retirement- Nicole
Perry's Steakhouse- Katy - Katy, Texas
11:00 AM - 01:00 PM
View Details
Completed
Katy
November 9
Nov 9th De-Risk Your Retirement- Janice
Perry's Steakhouse- Katy - Katy, Texas
06:30 PM - 07:30 PM
View Details
Completed
Sugerland
October 24
October 24 Workshop- Annuity
Perry's Steakhouse Sugar Land - Sugerland, Texas
11:00 AM - 01:00 PM
View Details
Completed
Houston
October 17
October 17 Workshop- De-Risk Retirement
Goode Company Seafood - Houston, Texas
11:00 AM - 01:00 PM
View Details
Completed
Houston
October 11
Houston
September 26
September 2023 Retirement Workshop (Lizzie)
Del Frisco Steakhouse- Galleria - Houston, Texas
11:00 AM - 01:00 PM
View Details
Completed
September 21
Passive vs. Active Portfolio Management: Uncover the Strategies Behind Your Investments
02:00 PM - 03:58 PM
Houston
September 14
September 2023 Retirement Workshop (Troy)
Fogo de Chao - Houston, Texas
11:00 AM - 01:00 PM
View Details
Completed
Houston
August 29
August 2023 Retirement Workshop (Troy))
Fleming's Steakhouse- Houston - Houston, Texas
11:00 AM - 01:00 PM
View Details
Completed
Houston
August 15
August 2023 Retirement Workshop (Ed)
Perry's Steakhouse- Memorial City - Houston, Texas
12:00 PM - 01:00 PM
View Details
Completed
August 4
Strategies to Optimize Your Social Security Benefits
11:30 AM - 01:28 PM
Houston
July 13
Market Summit H2 July 2023
The Westin- Memorial City - Houston, Texas
06:00 PM - 09:00 PM
View Details
Completed
Houston
June 6
June 2023 Retirement Workshop
Perry's Steakhouse- Memorial City - Houston, Texas
11:00 AM - 02:30 PM
View Details
Completed
Houston
May 23
May 23 Retirement Workshop
Perry's Steakhouse- Memorial City - Houston, Texas
11:00 AM - 12:30 PM
View Details
Completed
Houston
April 27
April 28
April 29
April 30
May 1
May 2
May 3
May 4
May 5
May 6
May 7
May 8
May 9
May 10
May 11
May 12
May 13
May 14
May 15
May 16
May 17
May 18
May 19
May 20
May 21
May 22
May 23
May 24
May 25
May 26
May 27
May 28
May 29
May 30
May 31
June 1
June 2
June 3
June 4
June 5
June 6
June 7
June 8
June 9
June 10
June 11
June 12
June 13
June 14
June 15
June 16
June 17
June 18
June 19
June 20
June 21
June 22
June 23
June 24
June 25
June 26
June 27
June 28
June 29
June 30
July 1
July 2
July 3
July 4
July 5
July 6
July 7
July 8
July 9
July 10
July 11
July 12
July 13
July 14
July 15
July 16
July 17
July 18
July 19
July 20
July 21
July 22
July 23
July 24
July 25
July 26
July 27
July 28
July 29
July 30
July 31
August 1
August 2
August 3
August 4
August 5
August 6
August 7
August 8
August 9
August 10
August 11
August 12
August 13
August 14
August 15
August 16
August 17
August 18
August 19
August 20
August 21
August 22
August 23
August 24
August 25
August 26
August 27
August 28
August 29
August 30
August 31
September 1
September 2
September 3
September 4
September 5
September 6
September 7
September 8
September 9
September 10
September 11
September 12
September 13
September 14
September 15
September 16
September 17
September 18
September 19
September 20
September 21
September 22
September 23
September 24
September 25
September 26
September 27
September 28
September 29
September 30
October 1
October 2
October 3
October 4
October 5
October 6
October 7
October 8
October 9
October 10
October 11
October 12
October 13
October 14
October 15
October 16
October 17
October 18
October 19
October 20
October 21
October 22
October 23
April 27 Retirement Workshop
Seasons 52- City Centre - Houston, Texas
11:00 AM - 12:30 PM
View Details
Completed
Houston
April 5