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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? Want to learn more about the latest market trends? 

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

Learning Center

Explore Past Financial 15 Discussions

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Upcoming Financial 15’s

 

 

Financial 15: The Build Back Better Act 1/12/2022 9:00am Register

Financial 15: The Great Resignation 1/19/2022 9:00am Register

Financial 15: I Love NY do I Stay or do I go? 1/26/2022 9:00am Register

 

 

 

 

 

 

 

 

 

 

Submit Your Questions!

Please feel free to submit your market and financial questions in advance of the broadcast.

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.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, SC, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.