fbpx

5 Steps to Protect Your Online Identity(Presented By: Craig Ferrantino, CWS®, CFF®)

This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will […]

Retirement Protocols for Law Enforcement(Presented By: Craig Ferrantino, CWS®, CFF®)

Wantagh Inn

Please note this workshop is designed specifically for members of law enforcement or spouse. We are happy to bring this educational workshop back that was designed with the help of many retired members of law enforcement as well as union leaders. Join us to go over some of the key aspects to review when preparing […]

Client Appreciation Event: Make Your Own Porch Flower Pots

Bayport Flower Houses 940 Montauk Highway, Bayport

Another unique client appreciation event we hope you will enjoy--creating your own porch pot for the fall. Space is limited. See the flyer below for a sample of what we will be creating. RSVP to jenna@craigjamesfinancial.com or call 631-393-2888

College Savings Plans: 5 Key Facts to Save for Your Child’s Education (Presented By: Craig Ferrantino, CWS®, CFF®)

Saving and paying for your loved one’s college education can be a very stressful part of your financial life. There are numerous options and strategies available when it comes to saving for your child’s higher education costs, figuring out which strategy makes the most sense for your is key to maximizing college savings and decreasing […]

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 […]

5 Steps to Protect Your Online Identity (Presented By: Craig Ferrantino, CWS®, CFF®)

This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will […]

5 Things to do Before Year End(Presented By: Craig Ferrantino, CWS®, CFF®)

As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2022. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having […]

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.