Loading Events

« All Events

  • This event has passed.

5 Things To Do Before Year End(Presented By: Craig Ferrantino, CWS®, CFF®)

November 9, 2022 @ 9:00 am - 9:15 am EST

As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2023. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having changed from previous years, and many others likely to change before the year is out, now is a great time to consider what these strategies can do for you.

In this webinar we will review 5 very important actions to consider and review before ringing in the new year.

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

5 Things To Do Before Year End

11/9/20229:00am EST15 minutes
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2023.

We will go over:
- Maximizing Retirement Account Contributions
- Roth IRA Conversions
- Required Minimum Distributions
- 529 Contributions
- Making Non-Filed Gifts

Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax, or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.


November 9, 2022
9:00 am - 9:15 am EST
Event Categories:


Craig Ferrantino