Scott Krase

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 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 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.