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Rising Interest Rates(Presented By: Craig Ferrantino, CWS®, CFF®)

The news says the market is fluctuating because of interest rate hikes. But what does that actually mean? At this webinar, we will discuss the role of the Federal Reserve and its monetary policy in the economy. We will explain the role of interest rate fluctuations as well as why the recent hike has had […]

Social Security Shortfalls: June 2022 Update (Presented By: Craig Ferrantino, CWS®, CFF®)

During the first week of June, the Social Security Administration released its annual Social Security Trustees report. This gives the status of the Social Security Trust Funds that pay for a proportion of the program’s benefits; the government has been stewarding them since the 1930’s. The latest report includes some concerning, if not surprising news: […]

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 less tax toxic. This event is for educational purposes. Tax services are provided independently from United Planners.  

The Credit Card Crisis: American Consumer Debt(Presented By: Craig Ferrantino, CWS®, CFF®)

While inflation continues to run rampant, Americans are buying on credit as much as ever. Total US revolving consumer credit recently hit $1.04 trillion, approaching an all-time high. At this event, we’ll discuss what that means for the American economy, as well as the details of buying on credit. You’ll learn about the “Buy Now […]

Social Security(Presented By: Craig Ferrantino, CWS®, CFF®)

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 […]

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 less tax toxic. This event is for educational purposes. Tax services are provided independently from United Planners.  

Social Security(Presented By: Craig Ferrantino, CWS®, CFF®)

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 […]