Annuities Seminar

The Truth About Retirement and Annuities: The Good, The Bad & The Fine Print

Connor & Gallagher OneSource (CGO)
750 Warrenville rd. suite 400 in Lisle, IL 60532
CGO Training Room 4-17-17


TUESDAY, August 30, 2022 from 6pm - 7:30pm CT


This course will teach you fundamental principles of financial planning in retirement. You will learn how to potentially:

  • Avoid Running Out of Money in Retirement
  • Understand Tax Efficient Drawdown Strategies (Your IRA is an IOU to the IRS)
  • Find out the 2 different types of Annuities that are considered Heroes and the #1 Villain to avoid
  • Protect your life savings from investment mistakes
  • Help Protect Your Money WITHOUT Buying an Annuity
  • Protect Your Investments and Profits from the Next Stock Market Crash
  • Reduce taxes on IRA/401k distributions

Hors D'oeuvres and refreshments to be provided.

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

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Investment Advisory services offered through Connor & Gallagher OneSource, a registered investment advisor.