Principles for a Successful Retirement [video]

Agenda

Plan for a long(er) life and how to do it well
Create the plan you need for the retirement you want
Make an informed decision about Social Security
Understand health care costs
Minimize taxes to maximize retirement
Align your investment objective with your desired outcome
Understand loss aversion and stay invested

Speaker:

Scott Krase, Wealth Manager
Connor & Gallagher OneSource (CGO)

As featured on:

Services:

Investment Management
Retirement Planning
Tax Planning Strategies
Risk Management
Trust & Estate Strategies
Long Term Care Planning

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