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Getting Fiscally Fit(Presented By: Craig Ferrantino, CWS®, CFF®)

July 14 @ 7:00 pm - 8:00 pm EDT

Getting Fiscally Fit

7/14/20227:00pm EDT1 hour
Just like getting physically fit, getting fiscally fit is about developing habits and practices that set you up for financial success. This webinar will review:

• Setting goals and Budgeting
• Reducing Current and Future Tax Burdens
• Investment Planning
• Family Protection/Insurance
• After Work/Retirement Planning
• Estate Planning

Whether you’ve just started your career or are planning to retire, this event can help you take control of your financial situation and plan for your future.

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

Just like getting physically fit, getting fiscally fit is about developing habits and practices that set you up for financial success. This webinar will review:

• Setting goals and Budgeting
• Reducing Current and Future Tax Burdens
• Investment Planning
• Family Protection/Insurance
• After Work/Retirement Planning
• Estate Planning

Whether you’ve just started your career or are planning to retire, this event can help you take control of your financial situation and plan for your future.

Details

Date:
July 14
Time:
7:00 pm - 8:00 pm EDT
Event Categories:
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