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Estate Planning Awareness Month: What You Need to Know(Presented By: Craig Ferrantino, CWS®, CFF®)

October 12 @ 9:00 am - 9:15 am EDT

Estate Planning is one of the most important things you can do to protect your family’s future. Join us for this quick webinar to learn the steps you can take to ease their legal and financial burden.

Failing to plan your estate can cost your descendants in taxes and legal fees, and can even tear families apart. In our webinar, we will discuss the following steps that can help you avoid this:

1) Avoiding the probate process
2) Designating beneficiaries
3) Making decisions to draft your will
4) Considering the benefits of life insurance
5) Considering trust accounts

We look forward to seeing you there! If you have any questions you would like to submit beforehand, please email them to 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.

Estate Planning Awareness Month: What You Need to Know

10/12/20229:00am EDT15 minutes
Estate Planning is one of the most important things you can do to protect your family’s future. Join us for this quick webinar to learn the steps you can take to ease their legal and financial burden.

Failing to plan your estate can cost your descendants in taxes and legal fees, and can even tear families apart. In our webinar, we will discuss the following steps that can help you avoid this:

1) Avoiding the probate process
2) Designating beneficiaries
3) Making decisions to draft your will
4) Considering the benefits of life insurance
5) Considering trust accounts

We look forward to seeing you there! If you have any questions you would like to submit beforehand, please email them to 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.

Details

Date:
October 12
Time:
9:00 am - 9:15 am EDT
Event Categories:
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Organizer

Craig Ferrantino