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  • Retirement Protocols (Presented By: Craig Ferrantino, CWS®, CFF®)

    Craig is hosting a special Retirement Protocols Webinar for Law Enforcement, and we would love for you to join us. This live session delivers the same trusted Retirement Protocols content you normally experience in person, now available in a convenient online webinar format. Craig will walk through the key steps of preparing for retirement, including […]

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

    You’ve worked hard and saved diligently, but when it’s time to withdraw your money, taxes can significantly impact how long it lasts. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. This event is for educational purposes. Tax services are provided independently from United Planners. Craig J. Ferrantino […]

  • Social Security 2026 Updates (Presented By: Craig Ferrantino, CWS®, CFF®)

    In this webinar, Craig is hosting a brief and informative session titled Social Security 2026 Updates. During this 15 minute presentation, Craig will deliver a clear summary of important Social Security changes taking effect in 2026. He will highlight key updates that may impact benefits, planning decisions, and retirement strategies. This short, focused webinar is […]

  • Social Security 2026 Updates (Presented By: Craig Ferrantino, CWS®, CFF®)

    In this webinar, Craig is hosting a brief and informative session titled Social Security 2026 Updates. During this 15 minute presentation, Craig will deliver a clear summary of important Social Security changes taking effect in 2026. He will highlight key updates that may impact benefits, planning decisions, and retirement strategies. This short, focused webinar is […]

  • 3 Reasons to Contribute to an IRA (Presented By: Craig Ferrantino, CWS®, CFF®)

    Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 […]

  • Social Security 2026 Updates (Presented By: Craig Ferrantino, CWS®, CFF®)

    In this webinar, Craig is hosting a brief and informative session titled Social Security 2026 Updates. During this 15 minute presentation, Craig will deliver a clear summary of important Social Security changes taking effect in 2026. He will highlight key updates that may impact benefits, planning decisions, and retirement strategies. This short, focused webinar is […]

  • Made with Love: A Dessert Board Live with Portia

    Join us live for a sweet and interactive Client Appreciation Event just in time for Valentine’s Day. Create a beautiful and delicious dessert board alongside Portia during this guided, step by step experience. Whether you are celebrating love, friendship, or simply treating yourself, this event is a perfect way to make Valentine’s Day feel special. […]

  • Made with Love: A Dessert Board Live with Portia

    Join us live for a sweet and interactive Client Appreciation Event just in time for Valentine’s Day. Create a beautiful and delicious dessert board alongside Portia during this guided, step by step experience. Whether you are celebrating love, friendship, or simply treating yourself, this event is a perfect way to make Valentine’s Day feel special. […]

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.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, DC, PA, NY, FL, NC, NJ, SC, RI, OR, DE, WI ME, MA,VI, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.