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 |
|---|---|---|---|---|
| 3 Reasons to Contribute to an IRA
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late. 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. 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. | 2/27/2026 | 7:00pm EST | 15 minutes | Register |
| Social Security 2026 Updates (Presented By: Craig Ferrantino, CWS®, CFF®)
In this webinar, Craig is hosting a brief and informative session titled Social Security 2026 Updates. During this 15 minute presentation, Craig will deliver a clear summary of important Social Security changes taking effect in 2026. He will highlight key updates that may impact benefits, planning decisions, and retirement strategies. This short, focused webinar is ideal for anyone who wants to stay informed and understand what these changes may mean without committing to a longer session. 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. | 3/4/2026 | 7:00pm EST | 1 hour | Register |
| 3 Reasons to Contribute to an IRA
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late. 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. 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. | 3/5/2026 | 1:00pm EST | 15 minutes | Register |
| Taxes in Retirement (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. 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. | 3/10/2026 | 7:00pm EDT | 1 hour | Register |
| 3 Reasons to Contribute to an IRA
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late. 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. 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. | 3/24/2026 | 7:00pm EDT | 1 hour | Register |