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 |
|---|---|---|---|---|
| 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. | 7/15/2025 | 12:00pm EDT | 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. | 7/17/2025 | 7:00pm EDT | 1 hour | Register |
| Taxes in Retirement LIVE (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. With the 2017 Tax Cuts and Jobs Act set to expire in 2025, now is the time to prepare for potential changes. 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. | 7/29/2025 | 7:00pm EDT | 1 hour | Register |
| Sample Webinar
Welcome! Please start registering by entering your name and email address. For those who can’t attend our live session, we’ll provide a recording. Details: - We will be using GoToWebinar. - You can join our session by using a Mac, PC or a mobile device. Agenda: - Welcome and introductions - Demonstration and questions | 10/9/2025 | 4:22pm EDT | 1 hour | Register |