Estate Planning Awareness Month LIVE (Presented By: Craig Ferrantino, CWS®, CFF®)
October is Estate Planning Awareness Month, and there’s no better time to get informed. In this webinar, Craig Ferrantino, CWS®, CFF®, will guide you through the essential components of an estate plan and why it matters—no matter your stage of life.
In this session, Craig will cover:
• The key documents every estate plan should include
• Common mistakes to avoid in estate planning
• How to ensure your wishes are carried out and your assets protected
Whether you’re just getting started or need to revisit your current plan, this session will give you the clarity and confidence to take the next step.
This event is for educational purposes. Tax services are provided independently from United Planners. 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.