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 |
|---|---|---|---|---|
| Estate Planning Awareness Month (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 help 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. We do not provide legal services. 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. | 10/23/2025 | 7:00pm EDT | 30 minutes | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)
With the “One Big Beautiful Bill” now in effect, many Americans are wondering how the tax changes in the legislation 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: • Highlights from the 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. | 10/27/2025 | 12:30pm EDT | 30 minutes | Register |
| What the New Tax Bill Could Mean for You (Presented By: Craig Ferrantino, CWS®, CFF®)
With the “One Big Beautiful Bill” now in effect, many Americans are wondering how the tax changes in the legislation 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: • Highlights from the 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®)
With the “One Big Beautiful Bill” now in effect, many Americans are wondering how the tax changes in the legislation 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: • Highlights from the 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. | 11/13/2025 | 7:00pm EST | 1 hour | Register |
| 5 Steps to Protect Your Online Identity (Presented By: Craig Ferrantino, CWS®, CFF®)
With Fraud Awareness Week starting November 16, Craig is going live with an important and timely presentation. This webinar will teach you how your data becomes exposed, the threats you could potentially face, and five steps you can take today to protect your online identity. After you participate, you will: • Know how your information is being leaked • Have tools to protect yourself and your family • Feel safer navigating the internet 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. | 11/18/2025 | 12:00pm EST | 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. | 11/21/2025 | 7:00pm EST | 1 hour | Register |
| 5 Things To Do Before Year Ends (Presented By: Craig Ferrantino, CWS®, CFF®)
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. During this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2025. We will go over: • Maximizing Retirement Account Contributions • Roth IRA Conversions • Required Minimum Distributions • 529 Contributions • Making Non-Filed Gifts Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com 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. | 11/25/2025 | 12:00pm EST | 15 minutes | Register |
| 5 Things To Do Before Year Ends (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. During this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2025. We will go over: • Maximizing Retirement Account Contributions • Roth IRA Conversions • Required Minimum Distributions • 529 Contributions • Making Non-Filed Gifts Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com 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. | 12/5/2025 | 7:00pm EST | 1 hour | Register |
| 5 Things To Do Before Year Ends (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. During this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2025. We will go over: • Maximizing Retirement Account Contributions • Roth IRA Conversions • Required Minimum Distributions • 529 Contributions • Making Non-Filed Gifts Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com 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. | 12/12/2025 | 7:00pm EST | 1 hour | Register |
| 5 Things To Do Before Year Ends (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. During this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2025. We will go over: • Maximizing Retirement Account Contributions • Roth IRA Conversions • Required Minimum Distributions • 529 Contributions • Making Non-Filed Gifts Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com 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. | 12/24/2025 | 7:00pm EST | 1 hour | Register |
| 5 Things To Do Before Year Ends (Presented By: Craig Ferrantino, CWS®, CFF®) NEEDS RECORDING
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. During this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2025. We will go over: • Maximizing Retirement Account Contributions • Roth IRA Conversions • Required Minimum Distributions • 529 Contributions • Making Non-Filed Gifts Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com 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. | 12/31/2025 | 7:00pm EST | 1 hour | Register |