Have A Coffee On Us!
Register AND attend an upcoming Financial 15 and we will send you a $5 e-gift card for a cup of joe!
*E-Gift card will be sent after you attend your first Financial 15. 1 per person.
Looking for a quick download of what happened this past week with the markets? In the time it takes you to drink a cup of coffee, our team will deliver the information you need to know. Have specific questions about the market? We will open up the conversation to answer your financial questions about the market, retirement planning, end-of life planning, banking, investments, and more. Use the form at the bottom of this page to submit questions ahead of time.
Join Us Weekly!
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Financial 15: All About Required Minimum Distributions
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 1/27/2021 | 9:00am EST | 15 minutes | Register |
| Financial 15: Social Security Tips
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 2/3/2021 | 9:00am EST | 15 minutes | Register |
| Financial 15: 3 Reasons to Contribute to an IRA
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 2/10/2021 | 9:00am EST | 15 minutes | Register |
| Financial 15: Roth Conversions
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 2/17/2021 | 9:00am EST | 15 minutes | Register |
| Financial 15: All About RMDs
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 2/24/2021 | 9:00am EST | 15 minutes | Register |
| Financial 15: Budgeting and Emergency Funds
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! Megan Muccio 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. | 3/3/2021 | 9:00am EST | 15 minutes | Register |
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Submit Your Questions!
Please feel free to submit your market and financial questions in advance of the broadcast.