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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.

TitleDateStart TimeDurationRegister
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.
2/7/20237:00pm EST1 hour
Register
3 Reasons to Contribute to an IRA Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline.

Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you?

Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before it's too late.

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.
2/9/20239:00am EST15 minutes
Register
The Secure Act On December 23, Congress passed the Consolidated Appropriations Act of 2023. This is what’s known as an “omnibus spending bill”. The bill authorizes $1.7 trillion in government spending on everything from disaster relief to supporting Ukraine to workplace protections for pregnant mothers. On December 29, President Biden signed the bill into law.

As you can imagine, this was a massive bill. In fact, it contained over four thousand pages. That’s because, as an omnibus, it’s really multiple bills combined into one. Among those many bills is one that will have a profound impact on retirement called SECURE Act 2.0.

Back in 2019, Congress passed a law known as the Setting Every Community Up for Retirement Act. This was the original SECURE Act. The law made important changes to IRAs and 401(k)s, among other things, and was designed to help more Americans save for retirement.

SECURE Act 2.0 widens the scope of several provisions from the original law. It also comes with a variety of new ones that may impact you and your retirement. There’s a lot to unpack here, so we have reserved time for a few open forum Q&A sessions where Craig will go through these provisions in more depth and answer any questions you may have.

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.
2/15/20237:00pm EST30 minutes
Register
3 Reasons to Contribute to an IRA Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline.

Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you?

Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late.

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.
2/16/20237:00pm EST15 minutes
Register
Taxes in 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.

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.
2/28/20237:00pm EST1 hour
Register
The Secure Act On December 23, Congress passed the Consolidated Appropriations Act of 2023. This is what’s known as an “omnibus spending bill”. The bill authorizes $1.7 trillion in government spending on everything from disaster relief to supporting Ukraine to workplace protections for pregnant mothers. On December 29, President Biden signed the bill into law.

As you can imagine, this was a massive bill. In fact, it contained over four thousand pages. That’s because, as an omnibus, it’s really multiple bills combined into one. Among those many bills is one that will have a profound impact on retirement called SECURE Act 2.0.

Back in 2019, Congress passed a law known as the Setting Every Community Up for Retirement Act. This was the original SECURE Act. The law made important changes to IRAs and 401(k)s, among other things, and was designed to help more Americans save for retirement.

SECURE Act 2.0 widens the scope of several provisions from the original law. It also comes with a variety of new ones that may impact you and your retirement. There’s a lot to unpack here, so we have reserved time for a few open forum Q&A sessions where Craig will go through these provisions in more depth and answer any questions you may have.

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.
3/1/20239:00pm EST15 minutes
Register
3 Reasons to Contribute to an IRA Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline.

Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you?

Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late.

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.
3/8/20239:00am EST15 minutes
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.
3/9/20237:00pm EST1 hour
Register
Taxes in 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.


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.
3/16/20237:00pm EDT1 hour
Register
3 Reasons to Contribute to an IRA Have you made your 2022 IRA Contribution? Yes that is not a typo--there is still time to make your 2022 retirement contribution before the April 18th deadline.

Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you?

Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late.

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.
3/23/20237:00pm EDT15 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.
3/28/20237:00pm EDT1 hour
Register