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 |
|---|---|---|---|---|
| Life Insurance Awareness Month: What You Need to Know
Life Insurance is a crucial part in planning for your financial future. The month of September is Life Insurance Awareness month, which has been created to place an emphasis of on the importance of life insurance to ensure your hard-earned assets are secure for your loved ones. Life Insurance can be confusing and overwhelming, we have designed this webinar to provide an overview of the basics of life insurance. In our webinar, we will review the following: 1) What is life insurance? 2) Important terms 3) Types of Life Insurance We will also discuss examples of different policies and important items to look for when reviewing various insurance policies. We will also be happy to answer any questions you may have about life insurance. We look forward to seeing you there! If you have any questions you would like to submit beforehand, please do not hesitate to 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. | 9/28/2022 | 9:00am EDT | 15 minutes | Register |
| 5 Steps to Protect Your Online Identity
This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will 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. | 9/28/2022 | 7:00pm EDT | 1 hour | Register |
| College Savings Plans: 5 Key Facts to Save for Your Child's Future
Saving and paying for your loved one’s college education can be a very stressful part of your financial life. There are numerous options and strategies available when it comes to saving for your child’s higher education costs, figuring out which strategy makes the most sense for your is key to maximizing college savings and decreasing what you will need to lay out of your pocket. Understanding the different savings cehicles, navigating the financial aid process, and applying to schools all together can be a tedious and overwhelming process. We are here to help! What you will learn in this webinar: 1) Differences in Public vs. Private Universities 2) Popular Savings Vehicles Available and How They Work 3) Calculations of Expected Available and How They Work 4) Availability of and Applying for Loans, Grants, and Scholarships 5) Setting Priorities and Getting a Plan in Place After participating in this webinar you will know the benefits of both public and private universities, as well as how to start saving for them. You will also HAVE an understanding of other resources available to gain more assistance in paying for higher education. Lastly, you will FEEL more confident in getting your loved ones the best college education possible. 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. | 10/4/2022 | 7:00pm EDT | 1 hour | Register |
| Social Security Benefit Options
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. | 10/6/2022 | 7:00pm EDT | 1 hour | Register |
| 5 Steps to Protect Your Online Identity
This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will 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. | 10/11/2022 | 7:00pm EDT | 1 hour | Register |
| Estate Planning Awareness Month: What You Need to Know
Estate Planning is one of the most important things you can do to protect your family’s future. Join us for this quick webinar to learn the steps you can take to ease their legal and financial burden. Failing to plan your estate can cost your descendants in taxes and legal fees, and can even tear families apart. In our webinar, we will discuss the following steps that can help you avoid this: 1) Avoiding the probate process 2) Designating beneficiaries 3) Making decisions to draft your will 4) Considering the benefits of life insurance 5) Considering trust accounts We look forward to seeing you there! If you have any questions you would like to submit beforehand, please email them to 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. | 10/12/2022 | 9:00am EDT | 15 minutes | Register |
| Estate Planning Awareness Month: What You Need to Know
Estate Planning is one of the most important things you can do to protect your family’s future. Join us for this quick webinar to learn the steps you can take to ease their legal and financial burden. Failing to plan your estate can cost your descendants in taxes and legal fees, and can even tear families apart. In our webinar, we will discuss the following steps that can help you avoid this: 1) Avoiding the probate process 2) Designating beneficiaries 3) Making decisions to draft your will 4) Considering the benefits of life insurance 5) Considering trust accounts We look forward to seeing you there! If you have any questions you would like to submit beforehand, please email them to 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. | 10/13/2022 | 7:00pm EDT | 15 minutes | Register |
| Five Critical Strategies for Saving MORE on Taxes
When it comes to saving on taxes, most people file based on what they’ve done in the past. But are you the same person in 2022 that you were in, say, 2019? Are your finances the same? If not, you could be leaving valuable tax dollars on the table. That’s why it’s time to learn some powerful strategies for lowering your investment taxes in the future. Join us to learn: 1. The best way to save on taxes while taking income after retirement. 2. How to use real estate for income without generating a huge tax bill. 3. How to properly structure your charitable giving to keep more in everyone’s pocket. 4. What the latest tax proposals coming from Congress mean for you and your retirement. 5. And much more! Do you know a friend who wants to save on taxes? Feel free to invite them as well! 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. | 10/18/2022 | 7:00pm EDT | 1 hour | Register |
| 5 Things to Do Before Year End
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At 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 2022. 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. | 10/19/2022 | 9:00am EDT | 15 minutes | Register |
| Taxes in Retirement
The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Learn more about taxation in retirement and potential ways to become less tax toxic. This event is for educational purposes. Tax services are provided independently from United Planners. 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. | 10/20/2022 | 7:00pm EDT | 1 hour | Register |
| 5 Things to do Before Year End
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At 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 2022. 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. | 10/25/2022 | 7:00pm EDT | 15 minutes | Register |
| Estate Planning Awareness Month: What You Need to Know
Estate Planning is one of the most important things you can do to protect your family’s future. Join us for this quick webinar to learn the steps you can take to ease their legal and financial burden. Failing to plan your estate can cost your descendants in taxes and legal fees, and can even tear families apart. In our webinar, we will discuss the following steps that can help you avoid this: 1) Avoiding the probate process 2) Designating beneficiaries 3) Making decisions to draft your will 4) Considering the benefits of life insurance 5) Considering trust accounts We look forward to seeing you there! If you have any questions you would like to submit beforehand, please email them to 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. | 10/26/2022 | 9:00am EDT | 15 minutes | Register |
| 5 Things to do Before Year End
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At 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 2022. 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. | 11/9/2022 | 9:00am EST | 15 minutes | Register |
| 5 Things to do Before Year End
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At 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 2022. 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. | 11/17/2022 | 7:00pm EST | 15 minutes | Register |
| 5 Things to do Before Year End
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At 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 2022. 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. | 12/7/2022 | 9:00am EST | 15 minutes | Register |
| 5 Things to do Before Year End
The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At 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 2022. 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. | 12/15/2022 | 7:00pm EST | 15 minutes | Register |