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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 […]

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 […]

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.  

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 […]

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 […]

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 […]

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 […]

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 […]