• Taxes in Retirement LIVE (Presented By: Craig Ferrantino, CWS®, CFF®)

    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 […]

  • Social Security 2026 Updates (Presented By: Craig Ferrantino, CWS®, CFF®)

    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 […]