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Financial 15: 5 Things to do Before Year End(Presented By: Craig Ferrantino, CWS®, CFF®)
November 3 @ 9:00 am - 9:15 am EDT
Register today for this important and very helpful webinar to learn 5 Things You MUST Review and Consider before ringing in 2022.
Financial 15: 5 Things You Need to do Before Year End
11/3/20219:00am EDT15 minutesAs 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 2022. 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.