Long Island Financial Advisor

2026 Changes to Employer-Sponsored Retirement Plans (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-06-11 19:00 - 20:00, 2026-06-02 12:00 - 13:00, 2026-05-27 19:00 - 20:00 (America/New_York)
This webinar will cover the upcoming retirement plan changes under Section 603 of the SECURE Act 2.0 and how they may impact catch-up contributions for individuals earning over $145,000. Learn how the new Roth catch-up requirements could affect 401(k), 403(b), and 457 retirement plans, along with important planning considerations before the changes take effect in 2026.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

Register for the Webinar

Social Security Benefit Options (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-05-19 12:00 - 13:00
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 Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

Register for the Webinar

5 Steps to Protect Your Online Identity (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-05-14 19:00 - 20:00
This webinar will teach you how your data becomes exposed, the threats you could potentially face, and five steps you can take today to protect your online identity. After you participate, you will:
• Know how your information is being leaked
• Have tools to protect yourself and your family
• Feel safer navigating the internet
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

Register for the Webinar
