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

Where
Connor & Gallagher OneSource (CGO)
750 Warrenville rd. suite 400 in Lisle, IL 60532

When

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

Agenda

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.

Speaker:

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

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