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Financial 15

Every Wednesday | 9:00am EST
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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.

Financial 15 weekly update

Join Us Weekly!

TitleDateStart TimeDurationRegister
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.
1/27/20219:00am EST15 minutes
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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.
2/3/20219:00am EST15 minutes
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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.
2/10/20219:00am EST15 minutes
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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.
2/17/20219:00am EST15 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.
2/24/20219:00am EST15 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.
3/3/20219:00am EST15 minutes
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Please feel free to submit your market and financial questions in advance of the broadcast.