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Taxes in Retirement (Presented By: Craig Ferrantino, CWS®, CFF®)

January 15 @ 12:00 pm - 1:00 pm EST

You’ve worked hard and saved diligently, but when it’s time to withdraw your money, taxes can significantly impact how long it lasts. With the 2017 Tax Cuts and Jobs Act set to expire in 2025, now is the time to prepare for potential changes.

If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com.

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.

Taxes in Retirement (Presented By: Craig Ferrantino, CWS®, CFF®)

1/15/202512:00pm EST1 hour
You’ve worked hard and saved diligently, but when it’s time to withdraw your money, taxes can significantly impact how long it lasts. With the 2017 Tax Cuts and Jobs Act set to expire in 2025, now is the time to prepare for potential changes.

If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com.

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.

Details

Date:
January 15
Time:
12:00 pm - 1:00 pm EST
Event Category:
Website:
https://attendee.gotowebinar.com/register/2204954465583647321

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.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, SC, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.