RSVP BELOW FOR THIS EXCLUSIVE TAX EVENT

HOW TO GO FROM: FOREVER TAXED TO NEVER TAXED!

Join your host and Elite IRA Advisor, Anthony Pellegrino, along with nationally-renowned speaker, Ed Slott, for an entertaining and educational event to find out what you need to know in order to help protect your savings from taxes.

Note: This event is most suited for individuals and couples who have saved at least $1,000,000 for retirement.

Based on "The New Retirement Savings Time Bomb" by America's IRA expert Ed Slott, we'll discuss:

  • Save on taxes, have more to combat rising inflation!
  • How to move your retirement funds from forever taxed to never taxed.
  • How to avoid “stealth taxes” that can quickly wipe out your savings.
  • Who is most at risk of losing their IRAs to needless taxes.
  • The single biggest benefit in the Tax Code.
  • New rules for taking required minimum distributions.
  • More options for contributing to IRAs.
  • Elimination of the stretch IRA – planning options to consider now.

Note: This event is most suited for individuals and couples who have saved at least $1,000,000 for retirement.

If you’re like most Americans, your most valuable asset is your retirement savings. We diligently put money away for years, yet most of us don’t know how to avoid the costly mistakes that can occur when it comes time to use it. A good chunk of your money can be lost needlessly to taxes unless you plan ahead.

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

Join us for an informational live workshop covering The New Retirement Savings Time Bomb

Leave with a complete action plan to ensure your 401(k), IRA, and retirement savings aren’t depleted by taxes by the time you need to use them.

Location: The Westin, Lombard-Yorktown Center

Dates: April 21, 2022

Time: 10:30 AM and 6:30 PM CDT (Doors Open 30 Minutes Prior)

Address: 70 Yorktown Center; Lombard, IL 60148

Select A Time to Claim Your Seat Now!

About The Speaker

Ed Slott, CPA

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author.

He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

About The Host

ANTHONY PELLEGRINO

Anthony Pellegrino, Principal is a fiduciary advisor that has dedicated his practice not only to helping individuals plan for their financial future but also remaining by their side as a partner in working toward their desired results. He helps create financial plans targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He does this by putting his clients’ needs first.

As a fiduciary advisor, he has a legal responsibility to put his clients’ needs ahead of his own and is held to a higher standard than non-fiduciary advisors.

Before founding Goldstone Financial Group, Anthony watched how other firms treated their clients, promising retirement planning solutions only to offer generic investment advice. He believed people deserved better.

Since then, Anthony has helped more than 3,000+ clients bridge the paycheck gap during retirement by using accounts with lifetime income features to guarantee earnings and create a paycheck for life. He also offers professional asset management through a diverse portfolio of actively managed accounts and securities.

Anthony can be seen on most television networks on a weekly basis including CBS, ABC, WGN, CNBC and Fox WFLD and is also often quoted in major financial sources including FORBES & KIPLINGER. You may have seen Anthony on Sunday mornings on CBS 2 as the co-host of the television show “Securing Your Financial Future.™” The show previously aired stemming back 13 years on WLS 890 AM.

Anthony was named a Five Star Wealth Manager in Chicago Magazine (2010, 2011, & 2019) three times as voted by his clients and peers. This is a consumer-based award in the financial services industry given to wealth managers in the Chicago area who scored highest in overall client satisfaction. He has written a monthly financial column for the Chicago Medical Society and has been selected as a preferred partner as well. Anthony’s growing success also led him to share the stage with former President George W. Bush in Washington, D.C., at the Ronald Reagan International Trade Center.

Anthony holds a Series 65 securities license and is an Investment Advisor Representative (IAR) of Goldstone Financial Group, which is a Registered Investment Advisor (RIA). He also holds an Illinois insurance license.

In his spare time, Anthony enjoys spending time in the Elmhurst community with his wife and three sons. He has a passion for supporting the U.S. military and is an active advocate and sponsor of the USO and Operation Support Our Troops, and he supports many other local charities throughout the Chicagoland area, such as Northern Illinois Food Bank, Feeding America, Make a Wish Foundation, National Breast Cancer Foundation, among several others.

Complimentary Workshop Registration

Seating is limited. Sign up today to guarantee your seat(s)!

Name(Required)
By checking this box:
Hidden
Hidden
Hidden
Hidden

By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “Goldstone Financial Group”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.