Back-to-School for Grown-Ups LIVE (Presented By: Craig Ferrantino, CWS®, CFF®)
Financial education isn’t just for kids. In this special workshop, Back-to-School for Grown-Ups, we invite you to brush up on the financial lessons that matter most—without the homework or test anxiety.
In this session, Craig Ferrantino, CWS®, CFF®, will guide you through key financial topics that impact individuals and families at every stage of life.
Topics include:
• Communicating about finances and conversations to have before and during marriage
• Healthy financial habits, such as setting goals, budgeting, reducing taxes, and investment planning
• Long-Term financial planning including insurance, retirement planning, and estate planning
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.