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

    In this special monthly edition session, Craig covers the essentials you need to know about life insurance, including: • The importance of life insurance in long-term financial planning • Different types of life insurance policies and how they work • Key factors to consider when choosing the right coverage • How life insurance fits into […]

  • 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: • Strategies for smart asset allocation. • How to maximize Social Security benefits. • The impact of taxes on your retirement income. • Ways to […]

  • Back-to-School for Grown-Ups LIVE (Presented By: Craig Ferrantino, CWS®, CFF®)

    Financial education isn’t just for kids. In this special workshop, Back-to-School for Grown-Ups, we invite you to brush up on the financial lessons that matter most—without the homework or test anxiety. In this session, Craig Ferrantino, CWS®, CFF®, will guide you through key financial topics that impact individuals and families at every stage of life. […]

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.