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 |
|---|---|---|---|---|
| Roth IRA Conversion Strategy Session (Presented By: Craig Ferrantino, CWS®, CFF®)
This educational webinar will guide you through: • The differences between Roth IRAs and Roth conversions. • Tax implications and how to plan for them. • Benefits like tax-free growth, no RMDs, and legacy planning. • Key considerations to determine if a Roth conversion is right for you. Take charge of your financial future by exploring how Roth IRA conversions can provide flexibility, security, and tax efficiency in retirement. 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. | 1/24/2025 | 7:00pm EST | 15 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. | 2/5/2025 | 7:00pm EST | 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. | 2/13/2025 | 12:00pm EST | 30 minutes | Register |
| Five Critical Strategies for Saving MORE on Taxes (Presented By: Craig Ferrantino, CWS®, CFF®)
Join us for a quick and insightful session on how to keep more of your hard-earned money with these five proven strategies: • Maximize savings in retirement accounts like 401(k)s, IRAs, and HSAs. • Gifting strategies to benefit your loved ones while minimizing taxes. • Timing tips for tax-efficient withdrawals from Social Security, real estate, and more. • Learn about new tax proposals and their potential impact on your finances. This educational webinar will provide actionable tips to help you reduce taxes and optimize your financial plan. 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. | 2/18/2025 | 12:00pm EST | 15 minutes | Register |