Oak Harvest Financial Group
On-demand
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On-demandLearn how recent market trends and economic shifts may impact your investments. Join our investment team, featuring Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer and Charles Scavone, CFA®, Director of Investments.
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On-demandJoin us for a complimentary webinar featuring Ed Rossi, Lead Advisor for Oak Harvest Financial Group. With years of experience and certifications including CFP® and CPWA®, Ed will discuss key financial considerations for the coming year and how th...
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On-demandJoin us for an informative webinar where we will explore the critical role of life insurance in securing your retirement. Learn how to protect your savings and ensure a comfortable future by integrating life insurance with long-term care planning....
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On-demandUnderstanding Your 401(k): Explore strategies to better position yourself while working and in retirement.
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On-demandPrepare for a fulfilling retirement journey with an insightful discussion covering key topics such as spending joyfully and categorizing expenses. Explore the emotional impact of retirement, strategies for staying fulfilled, and methods for combat...
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On-demandIn this webinar, hosted by our Investment team, Chris Perras, Charles Scavone and Troy Sharpe. We'll delve into the crucial insights you need for informed decision-making during this election season and what it means for your money. From analyzing...
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On-demandPROTECTING YOUR RETIREMENT FROM TAX HIKES, MARKET LOSSES, INFLATION, & MORE
Learn about tax planning strategies designed to help your family be prepared to meet all obstacles faced in your retirement years. -
On-demandAs you prepare to leave the workforce and embark on your retirement journey, understanding the intricacies of medical costs is crucial. Join us for this informative webinar, where we'll delve into various aspects to help you plan effectively. We'r...
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On-demandJoin 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, en...
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On-demandHave you ever wondered about the daily activities of our dedicated investment professionals? Curious to know how the Oak Harvest Investment Team sets itself apart from other Registered Investment Advisors (RIAs)? More importantly, are you interest...
