Long Island Financial Advisor

Social Security Benefit Options (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-01-06 19:00 - 20:00 (America/New_York)
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 Things To Do Before Year Ends (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-01-08 19:00 - 20:00
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. During this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2025.
We will go over:
• Maximizing Retirement Account Contributions
• Roth IRA Conversions
• Required Minimum Distributions
• 529 Contributions
• Making Non-Filed Gifts
Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com
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
