We are excited to announce our Fall 2020 Webinar Series! Below you will find the topics, dates and times. Please click “Register” to sign up for any webinar that you are interested in and don’t forget to share them with your friends.
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| 9 Common Retirement Mistakes (Presented By: Craig Ferrantino, CWS®, CFF®)
Are you ready for retirement? Join Craig Ferrantino, CWS®, CFF®, for a quick and insightful session on the most common retirement mistakes and how to avoid them. What You’ll Learn: • Strategies for smart asset allocation. • How to maximize Social Security benefits. • The impact of taxes on your retirement income. • Ways to prepare for healthcare costs and inflation. • Tips to avoid fraud and protect your finances. This free, educational webinar will help you plan for a secure and stress-free retirement. | 8/14/2025 | 12:00pm EDT | 1 hour | Register |
| All About Bonds (Presented By: Craig Ferrantino, CWS®, CFF®)
Our clients often tell us that they would love to learn more about finance, so we created this special “All About Finance” webinar series. We invite you to “lunch & learn” with us-- enjoy your lunch while learning more from Craig about specific financial topics. This month's topic is ALL ABOUT BONDS. In this webinar you will learn: • What is a bond • Bond characteristics • What are callable bonds • Types of bonds • Who rates bonds • What are bond grades • Why people buy bonds 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. 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. | 8/15/2025 | 7:00pm EDT | 30 minutes | Register |
| Social Security Benefit Options (Presented By: Craig Ferrantino, CWS®, CFF®)
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. 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. 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. | 8/21/2025 | 7:00pm EDT | 1 hour | Register |
| 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. With the 2017 Tax Cuts and Jobs Act set to expire in 2025, now is the time to prepare for potential changes. 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 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. | 8/28/2025 | 7:00pm EDT | 1 hour | Register |
| Life Insurance Awareness Month (Presented By: Craig Ferrantino, CWS®, CFF®)
In this special monthly edition session, Craig covers everything you need to know about life insurance, including: • The importance of life insurance in long-term financial planning • Different types of life insurance policies and how they work • Key factors to consider when choosing the right coverage • How life insurance fits into overall wealth management • Common mistakes to avoid when selecting a policy | 9/2/2025 | 7:00pm EDT | 1 hour | Register |
| 9 Common Retirement Mistakes (Presented By: Craig Ferrantino, CWS®, CFF®)
Are you ready for retirement? Join Craig Ferrantino, CWS®, CFF®, for a quick and insightful session on the most common retirement mistakes and how to avoid them. What You’ll Learn: • Strategies for smart asset allocation. • How to maximize Social Security benefits. • The impact of taxes on your retirement income. • Ways to prepare for healthcare costs and inflation. • Tips to avoid fraud and protect your finances. This free, educational webinar will help you plan for a secure and stress-free retirement. | 9/4/2025 | 12:00pm EDT | 1 hour | Register |
| Back-to-School for Grown-Ups (Presented By: Craig Ferrantino, CWS®, CFF®)
Financial education isn’t just for kids. In this special workshop, Back-to-School for Grown-Ups, we invite you to brush up on the financial lessons that matter most—without the homework or test anxiety. In this session, Craig Ferrantino, CWS®, CFF®, will guide you through key financial topics that impact individuals and families at every stage of life. Topics include: • Communicating about finances and conversations to have before and during marriage • Healthy financial habits, such as setting goals, budgeting, reducing taxes, and investment planning • Long-Term financial planning including insurance, retirement planning, and estate planning 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. 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. | 9/16/2025 | 12:00pm EDT | 1 hour | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)
With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax bill • How changes could affect your retirement strategy • Practical steps to consider now Whether you're retired, still working, or somewhere in between, this session is designed to help you understand what’s ahead—and how to prepare wisely. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 9/17/2025 | 12:00pm EDT | 1 hour | Register |
| The Big Beautiful Bill's Changes to Student Loans (Presented By: Craig Ferrantino, CWS®, CFF®)
In this new session, Craig Ferrantino, CWS®, CFF®, will walk you through how the proposed “One Big Beautiful Bill” could reshape the landscape of student loans in the U.S. In this webinar, Craig will cover: • The elimination of Graduate PLUS Loans and introduction of new loan caps • Key changes to repayment options, including the new Repayment Assistance Plan (RAP) • What these changes mean for students, parents, and employers • How the bill aims to hold colleges accountable and reduce long-term debt burdens Whether you’re a borrower, parent, or employer, this session will help you understand the potential impact of the bill and what steps to consider moving forward. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 9/18/2025 | 7:00pm EDT | 1 hour | Register |
| Social Security Benefit Options (Presented By: Craig Ferrantino, CWS®, CFF®)
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. 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. 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. | 9/23/2025 | 7:00pm EDT | 1 hour | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)
With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax bill • How changes could affect your retirement strategy • Practical steps to consider now Whether you're retired, still working, or somewhere in between, this session is designed to help you understand what’s ahead—and how to prepare wisely. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 9/25/2025 | 7:00pm EDT | 1 hour | Register |
| Back-to-School for Grown-Ups (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
Financial education isn’t just for kids. In this special workshop, Back-to-School for Grown-Ups, we invite you to brush up on the financial lessons that matter most—without the homework or test anxiety. In this session, Craig Ferrantino, CWS®, CFF®, will guide you through key financial topics that impact individuals and families at every stage of life. Topics include: • Communicating about finances and conversations to have before and during marriage • Healthy financial habits, such as setting goals, budgeting, reducing taxes, and investment planning • Long-Term financial planning including insurance, retirement planning, and estate planning 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. 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. | 9/30/2025 | 7:00pm EDT | 1 hour | Register |
| Estate Planning Awareness Month LIVE (Presented By: Craig Ferrantino, CWS®, CFF®)
October is Estate Planning Awareness Month, and there’s no better time to get informed. In this webinar, Craig Ferrantino, CWS®, CFF®, will guide you through the essential components of an estate plan and why it matters—no matter your stage of life. In this session, Craig will cover: • The key documents every estate plan should include • Common mistakes to avoid in estate planning • How to ensure your wishes are carried out and your assets protected Whether you're just getting started or need to revisit your current plan, this session will give you the clarity and confidence to take the next step. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 10/7/2025 | 7:00pm EDT | 1 hour | Register |
| Social Security Benefit Options (Presented By: Craig Ferrantino, CWS®, CFF®)
This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. 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. 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. | 10/16/2025 | 7:00pm EDT | 1 hour | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax bill • How changes could affect your retirement strategy • Practical steps to consider now Whether you're retired, still working, or somewhere in between, this session is designed to help you understand what’s ahead—and how to prepare wisely. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 10/21/2025 | 7:00pm EDT | 1 hour | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax bill • How changes could affect your retirement strategy • Practical steps to consider now Whether you're retired, still working, or somewhere in between, this session is designed to help you understand what’s ahead—and how to prepare wisely. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 10/30/2025 | 7:00pm EDT | 1 hour | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
With the “One Big Beautiful Bill” gaining momentum, many Americans are wondering how potential tax changes could affect their financial future. In this timely webinar, Craig will break down what’s in the bill and how it could impact your retirement income, tax strategy, and long-term planning. Topics include: • Key highlights from the proposed tax bill • How changes could affect your retirement strategy • Practical steps to consider now Whether you're retired, still working, or somewhere in between, this session is designed to help you understand what’s ahead—and how to prepare wisely. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 11/12/2025 | 7:00pm EST | 1 hour | Register |