Financial 15: I Love NY– Do I Stay or Do I Go?(Presented By: Craig Ferrantino, CWS®, CFF®)
Join us for this very helpful webinar in which you will learn what this means for you if you plan to stay or leave NY during your retirement. You will […]
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Financial 15: Getting the Most out of Credit Cards (Presented By: Craig Ferrantino, CWS®, CFF®)
About 83% of all Americans use a credit card, and the average American uses 4 different credit cards at any given time. But how do you know if your credit […]
The NOT so Stretchy Stretch IRA: 3 Alternatives (Presented By: Craig Ferrantino, CWS®, CFF®)
In 2019, Congress passed the SECURE Act, effectively eliminating access to an estate planning strategy called the Stretch IRA. In the flurry of events and legislation that have transpired since […]
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 […]
Financial 15: The Impending Depletion of Social Security (Presented By: Craig Ferrantino, CWS®, CFF®)
The Social Security Administration released its annual Trustees’ Report on the state of the Social Security Trust Fund. According to this report, the fund is expected to run dry by […]
Client Appreciation: Create Your Very Own Charcuterie Board with Portia—Valentine’s Edition
Join us for an interactive ONLINE TUTORIAL with Portia Randall, Founder of Pretty Platters Boxes. This online class will teach you how to create a beautiful charcuterie display, perfect for […]
Student Loan Relief Extension Update (Presented By: Craig Ferrantino, CWS®, CFF®)
In January, the Department of Education announced a 90-day extension of its federal student loan forbearance program. How does this impact you?
Financial 15: Life Insurance for Wealth Preservation (Presented By: Craig Ferrantino, CWS®, CFF®)
Did you know that life insurance can help save you and your family on taxes? Join us for this webinar to learn how! Many people use life insurance to help […]
Financial 15: Managing Volatility in Markets (Presented By: Craig Ferrantino, CWS®, CFF®)
An investment requires an 11% gain to recover from a 10% loss. But it takes a 100% gain to recover from a 50% loss. This math is the reason why […]
Client Appreciation Event: TOPGOLF!
Top Golf 5231 Express Dr N, HoltsvilleWe are excited to host our first event at Topgolf. So what is Topgolf? In short, its a sports entertainment complex that features an inclusive, high-tech golf game that everyone […]
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 […]