Advanced Strategies for Portfolio Management to Add Return and Mitigate Investment Risk Livestream

*This livestream event has been rescheduled from 5/23/2024 to 6/13/2024 at 6pm CT. Thank you for your understanding.

Join us for an upcoming livestream where the Oak Harvest Investment Team will discuss advanced strategies tailored for navigating stock market growth and volatility, including stock market hedging techniques, long/short equity investing, and stock option trading strategies. Learn strategies to attempt to boost returns and mitigate risk in your portfolio, whether it's for your retirement or otherwise. Additionally, discover our comprehensive resource for staying informed and empowered in your investment decisions.

We’ll also do a live Q&A and raffle off gift cards to your favorite restaurant for two lucky winners!

Submit your questions for the investment team ahead of time here: https://click2retire.com/investment-s...

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: https://click2retire.com/investment-s...

Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP, CPWA, Founder and CEO of Oak Harvest Financial Group with special guest appearances.


This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****

Raffle Official Rules

1. No purchase necessary to win.

2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. The drawing is subject to federal, state, and local laws and regulations.

3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024.

4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements.

5. Entry period. Entries will be accepted June 13, 2024 between 6:00pm CT and 6:30pm CT. Entries submitted before or after the entry period will be disqualified.

6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person.

7. Winner selection. Winner(s) will be selected on June 13, 2024 during the Livestream and will be randomly selected.

8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com