Financial 15: Estate Planning Awareness (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-10-28 12:00 - 12:30 (America/New_York)
Join us to learn…
– Why estate planning is important for individuals and families at every stage of life.
– Understand key estate planning tools, including wills, trusts, beneficiary designations, and life insurance.
– Discover strategies to help protect your assets, avoid probate, and provide for your loved ones.
Click Here to Sign Up!

Financial 15: Estate Planning Awareness Prerecorded Session (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-11-04 19:00 - 19:30

Protecting Your Digital and Financial Life: Last Call (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-11-05 12:00 - 2026-11-11 13:00
Did you know more than 1 million people reported identity theft to the Federal Trade Commission? Be sure to protect your online identity. This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will FEEL safer navigating the internet. We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC 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.
Click Here to Sign Up!

Roth IRA Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-11-13 12:00 - 12:30
What You’ll Learn
-Understand the key differences between Traditional and Roth IRAs
-Learn how Roth IRA conversions work and when they may be appropriate
-Explore the potential tax advantages and long-term benefits of Roth strategies
-Review important factors to consider before converting retirement assets
-Understand common reasons a Roth conversion may—or may not—make sense
-Walk away with practical insights to help make more informed retirement planning decisions
This educational webinar is designed for individuals who:
-Are planning for retirement or are already retired
-Want to reduce future tax liability
-Have Traditional IRAs or 401(k)s
-Are interested in Roth conversion strategies
-Want to leave a more tax-efficient legacy for their beneficiaries
Join 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.
Click Here to Sign Up!

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.
This 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.

Roth IRA Strategy Prerecorded Session (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-11-19 19:00 - 19:30
What You’ll Learn:
-Understand the key differences between Traditional and Roth IRAs
-Learn how Roth IRA conversions work and when they may be appropriate
-Explore the potential tax advantages and long-term benefits of Roth strategies
-Review important factors to consider before converting retirement assets
-Understand common reasons a Roth conversion may—or may not—make sense
-Walk away with practical insights to help make more informed retirement planning decisions
This educational webinar is designed for individuals who:
-Are planning for retirement or are already retired
-Want to reduce future tax liability
-Have Traditional IRAs or 401(k)s
-Are interested in Roth conversion strategies
-Want to leave a more tax-efficient legacy for their beneficiaries
Join 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.
Click Here to Sign Up!
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.
This 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.

5 Things To Do Before the End of 2026 (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-12-03 12:00 - 12:30
The year is almost over, so what should you do before the new year?
Join us to learn…
– What important deadlines are coming up for retirement strategies and potential tax advantages for the 2026–2027 planning year
– Current requirements for 2026 and how to prepare for 2027 following policy changes
– Strategies that may need to be completed before year-end due to legislative changes
​Click Here to Sign Up!

5 Things To Do Before the End of 2026 Prerecorded Session (Presented By: Craig Ferrantino, CWS®, CFF®)
2026-12-08 19:00 - 19:30
The year is almost over, so what should you do before the new year?
Join us to learn…
– What important deadlines are coming up for retirement strategies and potential tax advantages for the 2026–2027 planning year
– Current requirements for 2026 and how to prepare for 2027 following policy changes
– Strategies that may need to be completed before year-end due to legislative changes
Click Here to Sign Up!
