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 & learn” with us-- enjoy your lunch while learning more from Craig about specific financial topics. This month's topic is ALL ABOUT BONDS. In this webinar […]
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’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 to submit beforehand, please email them to jenna@craigjamesfinancial.com. This event is for educational purposes. Tax services are provided independently from United Planners. Craig J. Ferrantino […]
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 of life insurance policies and how they work • Key factors to consider when choosing the right coverage • How life insurance fits into overall […]
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 […]
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. […]
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 in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax […]
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 […]
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 in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax […]
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. […]
October is Estate Planning Awareness Month, and there’s no better time to get informed. In this webinar, Craig Ferrantino, CWS®, CFF®, will guide you through the essential components of an estate plan and why it matters—no matter your stage of life. In this session, Craig will cover: • The key documents every estate plan should […]
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 […]