De-Risk Your Retirement presented by Janice Whitten
WEBINAR DETAILS
About
Join us for our recent webinar to learn more on how to De-Risk Your Retirement!
Three Areas of Risk
#1 Not Having Enough Income
#2 The Risk of the Market & Our Current Economy
#3 The Potentially Damaging Impact of Taxes
We will also discuss:
• RISING INFLATION: Learn how it’s shaping current investment
strategies and what you should expect in the future.
• STOCK MARKET VOLATILITY: Would a market correction create
additional challenges on meeting your planned retirement date?
• TAX REDUCTION STRATEGIES: Strategies to help protect your
retirement income from potential tax increases.
• GETTING A SECOND OPINION: Why this may be your most important
financial decision.
• RETIREMENT INCOME: Will you have enough? Learn strategies to
help generate guaranteed income for life.
Janice Whitten brings over 25 years of financial services experience to Oak Harvest. She has a passion to help clients secure their financial future by designing and implementing customized holistic retirement plans with targeted...
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.