What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)
With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s in the bill and how it could impact your retirement income, tax strategy, and long-term planning.
Topics include:
• Key highlights from the proposed tax bill
• How changes could affect your retirement strategy
• Practical steps to consider now
Whether you’re retired, still working, or somewhere in between, this session is designed to help you understand what’s ahead—and how to prepare wisely.
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.