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9 events found.

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August 2025

Thu 14
August 14 @ 12:00 pm - 12:30 pm EDT

9 Common Retirement Mistakes (Presented By: Craig Ferrantino, CWS®, CFF®)

Are you ready for retirement? Join Craig Ferrantino, CWS®, CFF®, for a quick and insightful session on the most common retirement mistakes and how to avoid them. What You’ll Learn: […]

Fri 15
August 15 @ 7:00 pm - 7:30 pm EDT

All About Bonds (Presented By: Craig Ferrantino, CWS®, CFF®)

Our clients often tell us that they would love to learn more about finance, so we created this special “All About Finance” webinar series. We invite you to “lunch & […]

Thu 21
August 21 @ 7:00 pm - 8:00 pm EDT

Social Security Benefit Options (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 […]

Thu 28
August 28 @ 7:00 pm - 8:00 pm EDT

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 […]

September 2025

Tue 2
September 2 @ 7:00 pm - 8:00 pm EDT

Life Insurance Awareness Month (Presented By: Craig Ferrantino, CWS®, CFF®)

In this special monthly edition session, Craig covers everything you need to know about life insurance, including: • The importance of life insurance in long-term financial planning • Different types […]

Thu 4
September 4 @ 12:00 pm - 12:30 pm EDT

9 Common Retirement Mistakes (Presented By: Craig Ferrantino, CWS®, CFF®)

Are you ready for retirement? Join Craig Ferrantino, CWS®, CFF®, for a quick and insightful session on the most common retirement mistakes and how to avoid them. What You’ll Learn: […]

Wed 17
September 17 @ 12:00 pm - 1:00 pm EDT

What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)

With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s […]

Tue 23
September 23 @ 7:00 pm - 8:00 pm EDT

Social Security Benefit Options (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 […]

Thu 25
September 25 @ 7:00 pm - 8:00 pm EDT

What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)

With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s […]

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510 Broadhollow Road, Suite 204,
Melville, NY 11747
Phone: (631) 393-2888

HoursMonday - Friday: 9am - 5pm
Weekends & Evenings: By Appointment

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Broker Check

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, PA, NY, FL, NC, NJ, SC, & 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.

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