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: 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. | 10/15/2024 | 2:00pm 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. | 10/24/2024 | 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. | 11/13/2024 | 7:00pm EST | 1 hour | Register |
| Taxes in Retirement
You work hard, you save your money, but when you start to take your money out, taxes come into play and can greatly impact how long your money lasts. We are still under the 2017 Tax Cuts and Jobs Act, these rates are set to expire in 2025. Depending on the 2024 election, these rates could be extended or destroyed, so we may be looking at the lowest tax rates for the rest of our lifetime. If we know that changes may happen in 2025, it is time to plan now and see if there are actions we can take today to help make our future less tax-toxic. 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. | 11/15/2024 | 7:00pm EST | 1 hour | Register |
| 5 Things To Do Before Year Ends
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 2023. 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. | 11/22/2024 | 7:00pm EST | 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. | 12/11/2024 | 7:00pm EST | 1 hour | Register |
| Taxes in Retirement
You work hard, you save your money, but when you start to take your money out, taxes come into play and can greatly impact how long your money lasts. We are still under the 2017 Tax Cuts and Jobs Act, these rates are set to expire in 2025. Depending on the 2024 election, these rates could be extended or destroyed, so we may be looking at the lowest tax rates for the rest of our lifetime. If we know that changes may happen in 2025, it is time to plan now and see if there are actions we can take today to help make our future less tax-toxic. 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. | 12/13/2024 | 7:00pm EST | 1 hour | Register |
| Financial Resolutions for the New Year
Now that the calendar has flipped, it’s an opportunity to reset and set goals for the upcoming year. This includes how you plan for your financial future. Join us for this 15-minute webinar to learn how u can make the most of 2025, through our Five Financial New Years Resolutions. 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. | 12/17/2024 | 12:00pm EST | 15 minutes | Register |
| 5 Things To Do Before Year Ends
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 2023. 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. | 12/20/2024 | 7:00pm EST | 1 hour | Register |