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X-WR-CALDESC:Events for Long Island Financial Advisor
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DTSTART;TZID=America/New_York:20261021T190000
DTEND;TZID=America/New_York:20261021T193000
DTSTAMP:20260714T173440Z
CREATED:20260714T173440Z
LAST-MODIFIED:20260714T173440Z
UID:8882-1792609200-1792611000@craigjamesfinancial.com
SUMMARY:The 9 Most Common Retirement Mistakes Prerecorded​ Session (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:Are you properly planning for retirement? \nJoin us to learn…\n– Properly allocating your assets and maximize Social Security benefits\n– The effect of taxes and properly managing Tax-Deferred Assets\n– The effects of inflation\, the importance of liquidity\, healthcare expenses\, and exposure to fraud \nClick Here to Sign Up!\n​\nCraig 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.\nThis is meant for educational purposes only\, and should not be considered specific investment advice or a recommendation for any individual to take a particular course of action. \n 
URL:https://craigjamesfinancial.com/event/the-9-most-common-retirement-mistakes-prerecorded-session-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/Screenshot-2026-07-14-133349.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261028T120000
DTEND;TZID=America/New_York:20261028T123000
DTSTAMP:20260714T161303Z
CREATED:20260714T161303Z
LAST-MODIFIED:20260714T161303Z
UID:8867-1793188800-1793190600@craigjamesfinancial.com
SUMMARY:Financial 15: Estate Planning Awareness (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:– Learn why estate planning is important for individuals and families at every stage of life.\n– Understand key estate planning tools\, including wills\, trusts\, beneficiary designations\, and life insurance.\n– Discover strategies to help protect your assets\, avoid probate\, and provide for your loved ones. \nClick Here to Sign Up!\n 
URL:https://craigjamesfinancial.com/event/financial-15-estate-planning-awareness-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/Screenshot-2026-07-14-121222.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261104T190000
DTEND;TZID=America/New_York:20261104T193000
DTSTAMP:20260714T180014Z
CREATED:20260714T161736Z
LAST-MODIFIED:20260714T180014Z
UID:8873-1793818800-1793820600@craigjamesfinancial.com
SUMMARY:Financial 15: Estate Planning Awareness Prerecorded Session (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:– Learn why estate planning is important for individuals and families at every stage of life.\n– Understand key estate planning tools\, including wills\, trusts\, beneficiary designations\, and life insurance.\n– Discover strategies to help protect your assets\, avoid probate\, and provide for your loved ones. \nClick Here to Sign Up!\n 
URL:https://craigjamesfinancial.com/event/financial-15-estate-planning-awareness-prerecorded-session-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/Screenshot-2026-07-14-121629.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261113T120000
DTEND;TZID=America/New_York:20261113T123000
DTSTAMP:20260714T180117Z
CREATED:20260714T152654Z
LAST-MODIFIED:20260714T180117Z
UID:8838-1794571200-1794573000@craigjamesfinancial.com
SUMMARY:Roth IRA Strategy Session (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:What You’ll Learn \n-Understand the key differences between Traditional and Roth IRAs\n-Learn how Roth IRA conversions work and when they may be appropriate\n-Explore the potential tax advantages and long-term benefits of Roth strategies\n-Review important factors to consider before converting retirement assets\n-Understand common reasons a Roth conversion may—or may not—make sense\n-Walk away with practical insights to help make more informed retirement planning decisions \nThis educational webinar is designed for individuals who: \n-Are planning for retirement or are already retired\n-Want to reduce future tax liability\n-Have Traditional IRAs or 401(k)s\n-Are interested in Roth conversion strategies\n-Want to leave a more tax-efficient legacy for their beneficiaries \nJoin Craig Ferrantino\, CWS®\, CFF®\, as he explains Roth IRA strategies in a straightforward\, easy-to-understand format and discusses how thoughtful tax planning can play an important role in your retirement plan. \nClick Here to Sign Up!\n  \nCraig 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. \nThis is meant for educational purposes only\, and should not be considered specific investment advice or a recommendation for any individual to take a particular course of action.  \n  \n 
URL:https://craigjamesfinancial.com/event/roth-ira-strategy-session-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/ChatGPT-Image-Jul-8-2026-03_48_46-PM.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261119T190000
DTEND;TZID=America/New_York:20261119T193000
DTSTAMP:20260714T180201Z
CREATED:20260714T153659Z
LAST-MODIFIED:20260714T180201Z
UID:8847-1795114800-1795116600@craigjamesfinancial.com
SUMMARY:Roth IRA Strategy Prerecorded Session (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:What You’ll Learn: \n-Understand the key differences between Traditional and Roth IRAs\n-Learn how Roth IRA conversions work and when they may be appropriate\n-Explore the potential tax advantages and long-term benefits of Roth strategies\n-Review important factors to consider before converting retirement assets\n-Understand common reasons a Roth conversion may—or may not—make sense\n-Walk away with practical insights to help make more informed retirement planning decisions \nThis educational webinar is designed for individuals who: \n-Are planning for retirement or are already retired\n-Want to reduce future tax liability\n-Have Traditional IRAs or 401(k)s\n-Are interested in Roth conversion strategies\n-Want to leave a more tax-efficient legacy for their beneficiaries \nJoin Craig Ferrantino\, CWS®\, CFF®\, as he explains Roth IRA strategies in a straightforward\, easy-to-understand format and discusses how thoughtful tax planning can play an important role in your retirement plan. \nClick Here to Sign Up!\nCraig 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. \nThis is meant for educational purposes only\, and should not be considered specific investment advice or a recommendation for any individual to take a particular course of action.  \n  \n 
URL:https://craigjamesfinancial.com/event/roth-ira-strategy-prerecorded-session-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/ChatGPT-Image-Jul-8-2026-03_48_46-PM.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261203T120000
DTEND;TZID=America/New_York:20261203T123000
DTSTAMP:20260714T160808Z
CREATED:20260714T154854Z
LAST-MODIFIED:20260714T160808Z
UID:8850-1796299200-1796301000@craigjamesfinancial.com
SUMMARY:5 Things To Do Before the End of 2026 (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:The year is almost over\, so what should you do before the new year? \nJoin us to learn…\n– Important deadlines are coming up for retirement strategies and potential tax advantages for the 2026–2027 planning year\n– Current requirements for 2026 and prepare for 2027 following policy changes\n– Strategies that may need to be completed before year-end due to legislative changes \n​Click Here to Sign Up! \n  \n 
URL:https://craigjamesfinancial.com/event/5-things-to-do-before-the-end-of-2026-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/Screenshot-2026-07-14-120643.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261208T190000
DTEND;TZID=America/New_York:20261208T193000
DTSTAMP:20260714T160717Z
CREATED:20260714T160441Z
LAST-MODIFIED:20260714T160717Z
UID:8854-1796756400-1796758200@craigjamesfinancial.com
SUMMARY:5 Things To Do Before the End of 2026 Prerecorded Session (Presented By: Craig Ferrantino\, CWS®\, CFF®)
DESCRIPTION:The year is almost over\, so what should you do before the new year? \nJoin us to learn…\n– Important deadlines are coming up for retirement strategies and potential tax advantages for the 2026–2027 planning year\n– Current requirements for 2026 and prepare for 2027 following policy changes\n– Strategies that may need to be completed before year-end due to legislative changes \nClick Here to Sign Up!\n  \n 
URL:https://craigjamesfinancial.com/event/5-things-to-do-before-the-end-of-2026-prerecorded-session-presented-by-craig-ferrantino-cws-cff/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://craigjamesfinancial.com/wp-content/uploads/2026/07/Screenshot-2026-07-14-120643.png
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