Empowering Women 55+: Oak Harvest Launches Retirement Education Seminars
Empowering Women 55+: Oak Harvest Launches Retirement Education Seminars
In a significant step towards empowering women approaching retirement, Oak Harvest Financial Group has announced the launch of a complimentary seminar series aimed exclusively at women aged 55 and older. This initiative, named Wine, Dine & Discover How to Secure Your Retirement, offers a welcoming opportunity to gain essential knowledge about financial planning and retirement security.
A Focused Approach to Financial Empowerment
Oak Harvest Financial Group, an independent fiduciary advisory firm based in Houston, is leading this initiative under the guidance of Jessica Cannella, Co-Founder and President. Recognizing that many women find themselves uncertain about their financial future as they near retirement, Cannella emphasizes the importance of education and empowerment. “Too often, women prioritize family and caregiving over their own financial literacy,” she states. “These sessions are designed to instill confidence and facilitate informed decision-making about their futures.”
The workshops are part of a broader initiative to enhance the accessibility of financial education tailored specifically for women in retirement. Each session will cover a variety of crucial topics, including:
- - Financial Security: Steps to take now to ensure a comfortable lifestyle in retirement.
- - Social Security: Understanding how benefits fit into an overall strategy.
- - Taxes: Strategies to minimize tax liabilities effectively.
- - Income Planning: Key factors in generating consistent and predictable income.
- - Investing: Balancing risks and opportunities for a sustainable retirement.
- - Retirement Success Plan™: How participants can receive a personalized retirement strategy.
Connecting and Building Community
The series is not just about individual education but also aims to foster community among women through The Go-Go Sisterhood™, a network of like-minded women aged 55 and above. This initiative encourages participants to engage in social gatherings and community outreach, creating strong, supportive connections.
“Joining The Go-Go Sisterhood provides a sense of belonging,” Cannella shares. “It’s about building a community where women can share experiences, support one another, and continue their journey toward financial independence.”
Registration and Participation
The workshops will take place in various locations, and due to limited seating, interested individuals are encouraged to register in advance. For local inquiries and registration, participants can call (877) 819-3873. Those wishing to join The Go-Go Sisterhood can sign up via their website for future event notifications and access to exclusive educational materials.
About Oak Harvest Financial Group
Oak Harvest Financial Group specializes in investment management and holistic retirement planning, utilizing their unique Retirement Success Plan™. The firm merges institutional-grade portfolio management with personalized financial and tax strategies to support clients in pursuing a confident retirement. While they offer various advisory services, it’s important to note that Oak Harvest does not provide tax or legal advice.
This initiative is a clear demonstration of Oak Harvest’s commitment to helping women not only grasp their financial futures but also embrace them with confidence. With a growing focus on education and community, this seminar series is set to make a significant impact on the lives of many women nearing or currently within retirement.
Topics Financial Services & Investing）
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