Join Us For A Retirement Planning Event & Complimentary Dinner At Gibsons Bar & Steakhouse...

Dinner & Dessert Is On Us!

  • Location: Gibsons Bar & Steakhouse
  • ​​​Time: 5:45pm CST
  • ​Address: 2105 Spring Rd, Oak Brook, IL 60523
  • ​Our world and economy have changed. Stay informed on today’s volatile economy and evolving investment world!

Did You Know That Just ONE Gap In Your Retirement Planning Could Affect You - And Your Family?

We believe there are five main “Retirement Gaps” that tend to prevent people from being prepared for a comfortable and confident retirement.

Each of these gaps could mean lost opportunity to get the most out of all five areas of retirement planning.
Could you be facing one (or more) or these gaps?

And if you are … what can you do about it?

Comprehensive Retirement Plans Cover Five Areas Of Financial Planning:

Does yours? Unfortunately, in our experience, many retirement plans address only a few, potentially leaving your retirement at risk. 

For Example, We’re Willing To Guess Many People Do NOT Know About ...

  • The 100+ ways to claim Social Security benefits
  • An alternative investment strategy that produces income in a low-interest rate, low-risk environment
  • How the various IRS tax codes allow us to create strategies for tax free income in retirement
  • Medicare Part B premiums and how they can vary significantly from one person to the next - on the same plan

What You HAVEN’T Planned For Is What Could Affect Your Retirement The Most!

Learn How To Turn Retirement Planning GAPS Into OPPORTUNITIES
At Goldstone Financial, we cut through the misinformation with our step-by-step retirement planning framework. We call this framework The Goldstone Retirement Roadmap®️, and incorporates all five areas while helping our clients:
  • Create income they won't outlive
  • Potentially reduce their tax bills
  • Support their lifestyles
  • Plan for future medical expenses
  • Help protect legacy wealth

You’re Invited To Learn More About The Goldstone Retirement Roadmap®️ - On Us!

Join us for a delicious complimentary dinner (meal and dessert are on us!) at one of the area’s top restaurants.

I’d love to sit down with you and tell you more about how The Goldstone Retirement Roadmap®️ can help you create a clear path to the retirement you’ve always wanted.
Just a 45-minute investment of your time may save you money and give you greater financial confidence about your retirement.

Our goal is for you to leave with all your questions answered.

Select Your Date and Location to 
Claim Your Seat Now!

Does This Sound Familiar?

Many of our clients come to us after years of faithfully contributing to their IRAs and 401(k)s, and no one has helped them fully understand the rules, tax implications and options that are available to them. 

What they didn’t realize is a plan that doesn’t cover all five areas of retirement planning is incomplete.
They - and you - may be placing their retirement funds at risk!

Join us for a complimentary Goldstone Financial Group Educational Dinner Event and Insurance Sales Presentation, and we’ll show you how you can use The Goldstone Retirement Roadmap®️ to create a plan designed to help protect your retirement.

The Goldstone Retirement Roadmap®️ 

Step-By-Step Journey To All 5 Areas Of A Holistic Retirement Plan
Navigating the uncertainty of the markets, changing administrations, healthcare costs and taxes can be daunting. 

You want to make sure you’re as prepared as possible for any contingency you may encounter, both now and in the future. 

After all, retirement should be filled with travel, relaxation, and time with family and friends, NOT stress.

You may not be able to control future tax rates or what the markets will do tomorrow …

But you CAN take steps to help protect your income and assets and preserve your retirement dreams. The Goldstone Retirement Roadmap®️ is a comprehensive retirement plan that addresses all 5 areas of retirement planning.
Do you know how much income you will need to live the lifestyle you want in retirement? A solid income plan can mean the difference between penny-pinching your way through retirement or spending with confidence knowing your retirement lifestyle is budgeted in. 
No one wants to get stuck paying unreasonable fees or locked into something that’s beyond your risk tolerance and capacity. Your retirement plan should help you safely navigate common pitfalls of investing with just the right level of risk for you.
Who should get your money? You and your family … or Uncle Sam? A solid retirement plan addresses future tax liabilities before they affect your retirement and helps protect your taxable investments against potential tax increases.
People are living longer and more active lives than ever before. Unplanned medical expenses could impact your retirement lifestyle. Be prepared for future medical costs and understand your options when it comes to health care planning.
You’ve worked hard to leave a legacy to your loved ones. The last thing you want is for your loved ones to have to fight for what’s rightfully theirs. You need a plan that structures your legacy wealth to help avoid probate and heavy estate taxes.

About the Founder

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.
The Goldstone team and I are here to serve you. Learn ways to help secure your
future and RSVP for your Goldstone Financial Group Dinner Event now.

RSVP Now To Learn

  • With national debt now nearing $30 trillion, it’s likely that taxes will skyrocket soon. Are  your IRA and 401(k)s prime targets. Learn how you can help protect your investments NOW...before that window closes.
  • Changes are happening quickly with the new presidential administration - how will this impact you?
  • Taxes are still at their lowest in 40 years.  Learn what you can do now!
  • Learn how to take advantage from the recent tax legislation to reduce your taxes now...while you still can.
  • Learn the 2 MAJOR financial challenges we may face in 2021!
  • LIFETIME INCOME - Two steps you can take to ensure you will not outlive your income in retirement.

BONUS:

Unlock Access To The “Retirement Gap” Quiz

It’s our goal to impact 100,000 retirees in the area, so we’ve pulled out all the stops and created an easy, interactive quiz that helps identify potential retirement plan gaps.

When you sign up for a Goldstone Financial Group dinner now, you’ll unlock access to this quiz to help you identify what could be your biggest potential retirement gap.
It only takes 3-5 minutes to complete, and we’ll send you a complimentary custom report with your results right away. 

The report will include information about your retirement gap, how it could affect your retirement, and what you can do to start helping fill the gap now.

This quiz is the result of our decade of experience in retirement planning with clients. What we’ve found in more than 10 years of financial planning with clients

Frequently Asked Questions

How much does this dinner cost?

At Goldstone Financial Group Educational Dinner Events, your meal and dessert are complimentary. All you need to do is show up ready to learn how our 5-step financial planning framework can help protect your retirement. Alcoholic beverages not included.

I already have a retirement plan. Is this still for me?

Regardless of where you are right now - plan or no plan, advisor or no advisor - our goal is that you leave this event with your questions answered. There is absolutely no pressure to become a Goldstone Financial Group client. Our goal is simply to help get your questions answered so you can come away feeling more prepared for your retirement.

Can I bring my spouse or attend with friends?

Of course! This event is designed for people at or near retirement. All we ask is to ensure each guest is registered and plan to get there at 5:45 PM.  Seating is on a first-come basis and doors will close at 6:05 PM.

Do I have to pre-qualify to attend this event?

Although The Goldstone Retirement Roadmap®️ contains information that is beneficial to anyone planning for retirement, the strategies presented at these events are most appropriate for those with $500,000 or more in an IRA, 401(k), Brokerage Accts, CDs or other investable assets.

Will precautions be taken for my health and safety?

Yes! In light of current events, we are taking proactive steps to address first and foremost your health and safety during our events! We will be implementing the CDC guidelines; social distancing will be practiced with event seating and the requirement of wearing a face mask into the building until seated. If you or your guest have recently felt ill, we do ask, for the safety of everyone, please do not attend the event.

Do I need to bring anything with me?

Please make sure to wear a mask into the building until seated.  Everything you need to enjoy this event will be provided for you. We’ll also send you home with our booklet, “The Top 10 Things to Consider When Preparing for Retirement”.

Are you sure it’s free?

It’s 100% complimentary (with the exception of alcoholic beverages). Our goal for this event is simply to give you important information that could affect your retirement planning. You will be offered a complimentary consultation at the end of the evening, but there is no obligation to book an appointment.
We are a financial services firm helping clients prepare for retirement through the use of insurance and investment products and services. Investment Advisory Services are offered through Goldstone Financial Group, LLC. (GFG), an SEC registered investment advisor. No statements made shall constitute nor do we provide tax, legal or accounting advice. You should consult your own legal or tax professional. Investing involves risk, including possible loss of principal. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.  We are not affiliated with the Social Security Administration or any other governmental agency.  By attending this retirement planning and insurance sales presentation, you will be offered the opportunity to meet with us one-on-one to learn how The Goldstone Retirement Roadmap®️ can help you prepare for the retirement you deserve.

The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group. For additional information regarding the Five Star Wealth Manager Award please visit here.