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 |
|---|---|---|---|---|
| Cyber Privacy: 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? Be sure 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. We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. 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. | 4/13/2021 | 7:00pm EDT | 1 hour | Register |
| Financial 15: Traditional and Roth IRAs: Make your 2020 contribution before its too late!
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes market trends. The IRA Contribution Deadline has now been extended to May 17th! This gives you a few extra weeks to get in your 2020 IRA Contributions before it is too late. Want to learn more about a Traditional and Roth IRA? Are you eligible to make a contribution? Join us for this highly requested F-15! 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. | 4/14/2021 | 9:00am EDT | 15 minutes | Register |
| Cybersecurity: Understanding and Using a Password Manager
You asked, we listened! This webinar will dive deeper into learning more about how password managers work and to start using one today. This is a 30 minute instructional course that will give you the tools you need to know only protect your passwords, but help simplify accessing all your passwords protected accounts. We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. 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. | 4/15/2021 | 7:00pm EDT | 1 hour | Register |
| Muccio's Financial Bootcamp: Essential 2- Retirement Planning
Join Megan for her Financial Bootcamp Series where each month she picks 1 of her 8 Essential Financial Planning Tips to explore on a more advanced and in-depth level. This week Megan is diving deeper into essential 2--RETIREMENT!! Megan Muccio 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. | 4/20/2021 | 6:00pm EDT | 1 hour | Register |
| Financial 15: Investing in Commodities
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will be receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes in the market and how it impacts you! This week Craig is focusing on Investing in Commodities. What is commodity investing? What are pros and cons of investing in commodities? How can you invest in commodities? 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. | 4/21/2021 | 9:00am EDT | 15 minutes | Register |
| Taxes and Your Retirement
The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments? What about possible college planning, your spouse’s income, and possible inheritances? You can see that the income you take in retirement can easily produce a tax-toxic retirement. That is why planning is key! Our hope for this webinar is that you will KNOW more about the many sources of income that retirees have and how they can be taxed, HAVE concrete steps you can take today to address your tax-toxicity, and FEEL more secure that you can perhaps keep more of your hard-earned money. In this session, we will cover: • Tax toxicity • The root causes of tax toxicity • Why the marginal tax system differs in your retirement years • Possible ways you can mitigate your tax burden in retirement and keep more of my hard-earned money We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. 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. | 4/22/2021 | 7:00pm EDT | 1 hour | Register |
| Understanding Social Security
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. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved. What You Will Learn - How to properly file for your Social Security benefits - How to determine the amount you are eligible for - How you can avoid common benefit claiming mistakes - How you can potentially minimize taxes on Social Security benefit - How you can file and restrict benefits - How you can claim a spouses benefit even if divorced We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com 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. | 4/27/2021 | 7:00pm EDT | 1 hour | Register |
| Financial 15: Value Stocks
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will receive an e-gift card for a cup of joe on us! Join Craig weekly for a 15 minute briefing where he will break down the top changes market trends. What to learn more about dividend paying stocks and how they may improve your portfolio? Join us for this highly requested F-15! 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. | 4/28/2021 | 9:00am EDT | 1.3 hours | Register |
| The 8 Essentials of Financial Planning
This webinar will provide you with a broad overview and introduction on sound financial management. We will review the roadblocks that keep us from reaching our goals, as well as discuss the various options for overcoming those roadblocks. We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. Megan D. Muccio 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. | 4/28/2021 | 5:00pm EDT | 1 hour | Register |
| Cyber Privacy: 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? Be sure 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. We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. 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. | 5/4/2021 | 7:00pm EDT | 1 hour | Register |
| Financial 15: Essential 3: Buying a Home
Grab a cup of coffee on us and join us for a virtual breakfast briefing! All first-time participants will receive an e-gift card for a cup of joe on us! Join Megan for this 15 minute briefing where she will break down one of her eight financial planning essentials. This week Megan Muccio will focus on Essential 3: Buying a home!! You will not want to miss this F-15! Megan Muccio 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. | 5/5/2021 | 9:00am EDT | 1.3 hours | Register |
| All About: IRAs, Roths and Conversions
This webinar is designed to teach individuals all about the differences between Traditional IRAs and Roth IRAs, the advantages and disadvantages of each, and the in's and out's of roth conversions. 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. | 5/13/2021 | 7:00pm EDT | 1 hour | Register |
| Muccio's Financial Bootcamp: Essential 3- Buying a home
Join Megan for her Financial Bootcamp Series where each month she picks 1 of her 8 Essential Financial Planning Tips to explore on a more advanced and in-depth level. This week Megan is diving deeper into essential 2--Buying a Home!! Megan Muccio 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. | 5/18/2021 | 6:00pm EDT | 30 minutes | Register |
| Understanding Social Security
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. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved. What You Will Learn - How to properly file for your Social Security benefits - How to determine the amount you are eligible for - How you can avoid common benefit claiming mistakes - How you can potentially minimize taxes on Social Security benefit - How you can file and restrict benefits - How you can claim a spouses benefit even if divorced We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com 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. | 5/20/2021 | 7:00pm EDT | 1 hour | Register |
| Taxes and Your Retirement
The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments? What about possible college planning, your spouse’s income, and possible inheritances? You can see that the income you take in retirement can easily produce a tax-toxic retirement. That is why planning is key! Our hope for this webinar is that you will KNOW more about the many sources of income that retirees have and how they can be taxed, HAVE concrete steps you can take today to address your tax-toxicity, and FEEL more secure that you can perhaps keep more of your hard-earned money. In this session, we will cover: • Tax toxicity • The root causes of tax toxicity • Why the marginal tax system differs in your retirement years • Possible ways you can mitigate your tax burden in retirement and keep more of my hard-earned money We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. 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. | 5/25/2021 | 7:00pm EDT | 1 hour | Register |
| The 8 Essentials of Financial Planning
This webinar will provide you with a broad overview and introduction on sound financial management. We will review the roadblocks that keep us from reaching our goals, as well as discuss the various options for overcoming those roadblocks. We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. Megan D. Muccio 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. | 5/26/2021 | 5:00pm EDT | 1 hour | Register |