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  3. Scott Krase
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Scott Krase

Founder and President
CrossPoint Wealth
Country or state 
United States (Illinois)
Available to 
Global
City 
Lisle
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes

Personal Details

Bio

Scott Krase is the President and Founder of the independent, fee-only wealth management firm, CrossPoint Wealth.

Scott Krase is an accomplished public speaker. He has given educational presentations and workshops to companies of all sizes. Your audience will be fully engaged in an interactive one of a kind experience as Scott delivers his own unique message, sharp wit and fun personality.

His blog at www.commonfinancialsense.com has been featured on FoxBusiness.com, Yahoo Finance, CNBC, ETFtrends.com, Nasdaq.com, Investopedia and more. He hopes to bring a little Common Sense to a Complicated Financial Landscape.

In addition to his work with CrossPoint Wealth, he is a public speaker, motivator and financial educator for various corporations and conferences. Scott gives back to the community by acting as a mentor and coach for the Entrepreneur Program, IncubatorEdu.Org

Current position (1)

Founder and President

CrossPoint Wealth

Degrees (1)
Marketing
Quincy University
1989 to 1993

Presentations

Presentations (4)
How to Motivate Your "Remote Employees" in the COVID Crisis

PJ's...Check....Not Showered....Check....Staring at the Computer on Monday...Wait, what day is it?...Check.Check.Check!
-Ok, put down the leftover pizza and let's get crackin!
Albert Einstein once said "In The Middle of Every Difficulty Lies Opportunity". The problem is before we can actually find the opportunity we need to Get Out of Own Own Way First. Yes, this means you, ya Netflix binge watching, Disney+ loving, Tiger King...Ok, scratch that last one, but you get my point. So, in the perfect words of the line from Jerry Maguire, "Help Me Help You!"....But I can only do that if you take the first step. Let's schedule that first phone call here https://go.oncehub.com/crosspointwealth

The Truth About Annuities!

The Truth About Annuities! The Good, the Bad, and the FINE PRINT!
At this Workshop You Will Learn:
• 3 Retirement Mistakes Investors Are Making and How to AVOID them!
• What Wealthy Clients Are Doing to Help Reduce the Risk in their Portfolios (Hint: It’s NOT Annuities)
• Easy to Follow Strategies that can Help You Avoid Running Out of Money in Retirement.
Who This Workshop is Designed for:
• Investors who care about their retirement and want to learn strategies to help them reach their financial goals.
• People who want to LEARN How their Annuities Really work (And why that Guarantee May Not Be Guaranteed)
• Investors who need to understand how the recent tax changes could have a massive impact on their retirement.
What This Workshop is not:
• NOT A sleazy sales pitch to get you to “Buy a Product”Benefits to You and Your Guest:
1. Tactics on How to Avoid Running Out of Money in Retirement
2. Understand Tax Efficient Drawdown Strategies
3. And Much, Much More

The #1 Problem with Your 401(k)

The #1 Problem with Your 401k
(and by the way, it’s probably not your fault).
Can you answer these questions about your 401k?
1. What is my average annual return for the past 1, 3, 5, and 10 years?
2. What is the real amount of risk I am taking with my money?
3. Do I invest in Mutual Funds, ETFs, Stocks or Target Date Funds?
4. Who decides on how to invest the money?
5. Am I 100% certain I’m doing the best that I can with the resources that I have?
Real easy, right???
The problem is lack of guidance, lack of communication, lack of education and those vague risk-tolerance questionnaires that all to often do not work!
You deserve to have peace of mind, simplicity and education so you can focus on your family, career and happiness.

The 5 "S's" to a Man's Happiness

The 5 "S's" to a Man's Happiness is a one of a kind, fun, entertaining and right to the point fact alert about the male creature.
Pssst Women will enjoy this as well.

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Scott Krase
Scott Krase
Our Inspirational Story
Bio
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Books & Articles (1)

Blog

Expertise (12)

Business
Education
Leadership
Retirement Planning Financial Planning 401K plans Financial Literacy Leadership Strategy Business Development Consultant Coach
Recommendations
Why choose me? 

Scott Krase is an accomplished public speaker and has given educational presentations and workshops.

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