• Changes to the One Big Beautiful Bill Webinar (Presented By: Craig Ferrantino, CWS®, CFF®)

    Big changes are kicking in with the One Big Beautiful Bill, and we want to make sure you're prepared. Topics will include: - Learn how the One Big Beautiful Bill changes federal student loans and who is most affected by the new legislation - Understand the new repayment options, borrowing limits, and eliminated programs, including […]

  • Life Insurance Basics (Presented By: Craig Ferrantino, CWS®, CFF®)

    Join us to explore how life insurance can provide financial protection for those who matter most. In this session: - You'll learn the basics of life insurance - Explore your coverage options - And feel more confident protecting your family's financial future Click Here to Sign Up! Craig Ferrantino is a registered representative offering securities […]

  • Life Insurance Basics Prerecorded Session (Presented By: Craig Ferrantino, CWS®, CFF®)

    Join us to explore how life insurance can provide financial protection for those who matter most. In this session: - You'll learn the basics of life insurance - Explore your coverage options - And feel more confident protecting your family's financial future Click Here to Sign Up! Craig Ferrantino is a registered representative offering securities […]

  • The Wrong Yardstick (Presented By: Craig Ferrantino, CWS®, CFF®)

    Is the S&P 500 index the right benchmark for comparing your portfolio's performance? Join us to learn - What the S&P 500 index is and its intended purpose - What historical lessons have taught us - Why using the S&P 500 as a performance metric for your portfolio is incorrect Click Here to Sign Up! […]

  • The 9 Most Common Retirement Mistakes​ (Presented By: Craig Ferrantino, CWS®, CFF®)

    Are you properly planning for retirement? Join us to learn... - Properly allocating your assets and maximize Social Security benefits - The effect of taxes and properly managing Tax-Deferred Assets - The effects of inflation, the importance of liquidity, healthcare expenses, and exposure to fraud Click Here to Sign Up! ​ Craig Ferrantino is a […]

  • Financial 15: Estate Planning Awareness (Presented By: Craig Ferrantino, CWS®, CFF®)

    - Learn why estate planning is important for individuals and families at every stage of life. - Understand key estate planning tools, including wills, trusts, beneficiary designations, and life insurance. - Discover strategies to help protect your assets, avoid probate, and provide for your loved ones. Click Here to Sign Up!  

  • Roth IRA Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)

    What You'll Learn -Understand the key differences between Traditional and Roth IRAs -Learn how Roth IRA conversions work and when they may be appropriate -Explore the potential tax advantages and long-term benefits of Roth strategies -Review important factors to consider before converting retirement assets -Understand common reasons a Roth conversion may—or may not—make sense -Walk […]

  • Roth IRA Strategy Prerecorded Session (Presented By: Craig Ferrantino, CWS®, CFF®)

    What You'll Learn: -Understand the key differences between Traditional and Roth IRAs -Learn how Roth IRA conversions work and when they may be appropriate -Explore the potential tax advantages and long-term benefits of Roth strategies -Review important factors to consider before converting retirement assets -Understand common reasons a Roth conversion may—or may not—make sense -Walk […]