Prepare 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 combatting loneliness and loss of identity post-retirement. Don't miss out on this valuable opportunity to gain valuable insights and make the most of your retirement years!
Agenda
Spending joyfully and categorizing expenses
Emotional impact of retirement
Staying fulfilled in retirement
Combatting loneliness and loss of identity post-retirement
Helping Make Your Dream Retirement a Reality.
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.