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Five Critical Strategies for Saving MORE on Taxes (Presented By: Craig Ferrantino, CWS®, CFF®)

February 27 @ 7:00 pm - 8:00 pm EST

Join us for a quick and insightful session on how to keep more of your hard-earned money with these five proven strategies:

• Maximize savings in retirement accounts like 401(k)s, IRAs, and HSAs.
• Gifting strategies to benefit your loved ones while minimizing taxes.
• Timing tips for tax-efficient withdrawals from Social Security, real estate, and more.
• Learn about new tax proposals and their potential impact on your finances.

This educational webinar will provide actionable tips to help you reduce taxes and optimize your financial plan.

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.

Social Security Benefit Options (Presented By: Craig Ferrantino, CWS®, CFF®)

2/4/20257:00pm EST1 hour
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you.

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:
February 27
Time:
7:00 pm - 8:00 pm EST
Event Category:
Website:
https://attendee.gotowebinar.com/register/3876083497269781600