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

The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Learn more about taxation in retirement and potential ways to become less tax toxic. This event is for educational purposes. Tax services are provided independently from United Planners.  

The Credit Card Crisis: American Consumer Debt(Presented By: Craig Ferrantino, CWS®, CFF®)

While inflation continues to run rampant, Americans are buying on credit as much as ever. Total US revolving consumer credit recently hit $1.04 trillion, approaching an all-time high. At this event, we’ll discuss what that means for the American economy, as well as the details of buying on credit. You’ll learn about the “Buy Now […]

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

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 […]