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 |
|---|---|---|---|---|
| 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. | 8/6/2024 | 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. | 8/13/2024 | 7:00pm EDT | 1 hour | 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. | 8/20/2024 | 7:00pm EDT | 1 hour | Register |
| Life Insurance Awareness Month: What You Need to Know
Life Insurance is a crucial part in planning for your financial future. The month of September is Life Insurance Awareness month, which has been created to place an emphasis of on the importance of life insurance to ensure your hard-earned assets are secure for your loved ones. Life Insurance can be confusing and overwhelming, we have designed this webinar to provide an overview of the basics of life insurance. In our webinar, we will review the following: 1) What is life insurance? 2) Important terms 3) Types of Life Insurance We will also discuss examples of different policies and important items to look for when reviewing various insurance policies. We will also be happy to answer any questions you may have about life insurance. We look forward to seeing you there! If you have any questions you would like to submit beforehand, please do not hesitate to 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. | 9/5/2024 | 12:00am EDT | 15 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. | 9/10/2024 | 7:00pm EDT | 1 hour | Register |
| Taxes and Your Retirement: Law Enforcement Edition
Join Craig James Financial Services for a specialty workshop on Taxes in Retirement designed for members of law enforcement. The retirement process for law enforcement is unique, especially when you consider your potential tax burden in retirement. Many important and irreversible decisions take place when you retire from NCPD such as deciding your pension option, how and when to take your social security benefit, investment strategies for your separation pay, income options for your deferred compensation plan, and other investments you may have. When you add in college planning, your spouse’s income, and possible inheritances into the mix, you can easily produce a tax-toxic retirement. In this session you will learn: • What is tax toxicity? • What are the root causes of tax toxicity? • Why the marginal tax system differs in your retirement years. • What are the possible ways I can mitigate my tax burden in retirement and keep more of my hard-earned money? | 9/12/2024 | 7:00pm EDT | 1 hour | 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. | 9/17/2024 | 7:00pm EDT | 1 hour | Register |
| Life Insurance Awareness Month: What You Need to Know
Life Insurance is a crucial part in planning for your financial future. The month of September is Life Insurance Awareness month, which has been created to place an emphasis on the importance of life insurance to ensure your hard-earned assets are secure for your loved ones. Life Insurance can be confusing and overwhelming, we have designed this webinar to provide an overview of the basics of life insurance. In our webinar, we will review the following: 1) What is life insurance? 2) Important terms 3) Types of Life Insurance We will also discuss examples of different policies and important items to look for when reviewing various insurance policies. We will also be happy to answer any questions you may have about life insurance. We look forward to seeing you there! If you have any questions you would like to submit beforehand, please do not hesitate to 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. | 9/26/2024 | 7:00pm EDT | 15 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. | 10/8/2024 | 7:00pm EDT | 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. | 10/10/2024 | 7:00pm EDT | 1 hour | Register |
| Estate Planning Awareness Month: What you need to know UPDATE RECORDING
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 | 7:00pm EDT | 1 hour | Register |
| Estate Planning Awareness Month: What you need to know UPDATE RECORDING
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 |
| 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 |
| 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. | 12/23/2024 | 12:00pm EST | 15 minutes | Register |