Craig is hosting a special Retirement Protocols Webinar for Law Enforcement, and we would love for you to join us. This live session delivers the same trusted Retirement Protocols content you normally experience in person, now available in a convenient online webinar format. Craig will walk through the key steps of preparing for retirement, including […]
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 […]
Join us live for a sweet and interactive Client Appreciation Event just in time for Valentine’s Day. Create a beautiful and delicious dessert board alongside Portia during this guided, step by step experience. Whether you are celebrating love, friendship, or simply treating yourself, this event is a perfect way to make Valentine’s Day feel special. […]
Join us live for a sweet and interactive Client Appreciation Event just in time for Valentine’s Day. Create a beautiful and delicious dessert board alongside Portia during this guided, step by step experience. Whether you are celebrating love, friendship, or simply treating yourself, this event is a perfect way to make Valentine’s Day feel special. […]
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 […]
In this webinar, Craig is hosting a brief and informative session titled Social Security 2026 Updates. During this 15 minute presentation, Craig will deliver a clear summary of important Social Security changes taking effect in 2026. He will highlight key updates that may impact benefits, planning decisions, and retirement strategies. This short, focused webinar is […]
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 […]
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 […]
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 […]
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 […]
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 […]
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 […]