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 |
|---|---|---|---|---|
| 5 Things to Do Before Year End
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. | 12/6/2023 | 7:00pm EST | 15 minutes | Register |
| All About Bonds
Our clients often tell us that they would love to learn more about finance, so we created this special “All About Finance” webinar series. Join us LIVE each month at 12 noon for a 15-minute crash course on different financial topics. We invite you to “lunch & learn” with us-- enjoy your lunch while learning more from Craig about specific financial topics. Can’t make it LIVE? Check our website www.CraigJamesFinancial.com/Events for the alternative evening option that will be offered later in the month. This month's topic is ALL ABOUT BONDS. In this webinar you will learn: • What is a bond • Bond characteristics • What are callable bonds • Types of bonds • Who rates bonds • What are bond grades • Why people buy bonds Is there another topic you would like added to the line-up? Please email me jenna@craigjamesfinancial.com. We value your input! 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. | 12/6/2023 | 12:00pm EST | 15 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. | 12/8/2023 | 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. | 12/13/2023 | 7:00pm EST | 1 hour | Register |
| All About Bonds RECORDED
Our clients often tell us that they would love to learn more about finance, so we created this special “All About Finance” webinar series. Join us LIVE each month at 12 noon for a 15-minute crash course on different financial topics. We invite you to “lunch & learn” with us-- enjoy your lunch while learning more from Craig about specific financial topics. Can’t make it LIVE? Check our website www.CraigJamesFinancial.com/Events for the alternative evening option that will be offered later in the month. This month's topic is ALL ABOUT BONDS. In this webinar you will learn: • What is a bond • Bond characteristics • What are callable bonds • Types of bonds • Who rates bonds • What are bond grades • Why people buy bonds Is there another topic you would like added to the line-up? Please email me jenna@craigjamesfinancial.com. We value your input! 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. | 12/15/2023 | 7:00pm EST | 15 minutes | Register |
| RECORDED 5 Things to Do Before Year End
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. | 12/21/2023 | 7:00pm EST | 15 minutes | 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. | 12/22/2023 | 7:00pm EST | 1 hour | Register |
| All About Stocks | 1/10/2024 | 12:00pm EST | 30 minutes | Register |
| All About Stocks RECORDED | 1/26/2024 | 7:00pm EST | 30 minutes | Register |
| All About Bonds II | 2/7/2024 | 12:00pm EST | 30 minutes | Register |
| All About Bonds II | 2/28/2024 | 7:00pm EST | 30 minutes | Register |
| All About Market Analysis | 3/7/2024 | 12:00pm EST | 30 minutes | Register |
| All About Market Analysis RECORDED | 3/21/2024 | 7:00pm EDT | 30 minutes | Register |