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 |
|---|---|---|---|---|
| Financial 15: Value Stock Investing
Join us for this week's Financial 15 on Value Stocks with Craig J. Ferrantino, CWS®, CFF®. What are value stocks? Why consider investing in value stocks? Will they continue to trend upwards? This is a recorded Financial 15, so if you have any questions or would like more information please give us a call 631-393-2888 or email jenna@craigjamesfinancial.com. All summer long we will be running recordings of some our most popular past Financial 15s, so you can catch up on topics you may have missed. 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. | 7/28/2021 | 9:00am EDT | 15 minutes | Register |
| 7 Steps to Retirement Readiness, Presented By: Megan Muccio, CFF® ,CPA
You will learn: 7 Key steps to improving your retirement Understanding why Financial Fundamentals are key to success How to be a Retirement Champion Understanding your Retirement Road Map Does Budgeting Matter in Retirement? Being on the same page with your spouse What is Financial Paralysis and Financial Free Fall– how to avoid both Making sure you enjoy retirement Assessing your current situation Understanding 3 Major risks in Retirement most advisors do not discuss with you What is the risk of outliving my money? Understanding the 2 Forms of income in retirement and what is the proper mix to have. 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. | 7/28/2021 | 12:00pm EDT | 1 hour | Register |
| Taxes in Retirement, Presented By: Megan Muccio CFF®, CPA
What you will learn: Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. • How and why the marginal tax system differs in your retirement years to your detriment • Will you really take money out of your IRA at a lower tax bracket than you put it in • Understand the provisional income calculation on your Social Security payments. • Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement • The difference between deductions, exemptions and credits on your tax return. • Know the 9 different pieces of the tax system • How IRA Required Minimum Distributions work and effect your tax liability • How Social Security is taxed • When Medicare premiums can increase as a result of your income • Get to know the tools that can be used for tax control 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. | 7/28/2021 | 7:00pm EDT | 1 hour | Register |
| 3 Changes to College Planning: How will this Impact You?
Paying for college is a priority for many parents. With crucial changes approaching to the federal financial aid structure, that plan could be seriously affected beginning in 2023. If you have children who will be attending college or university at any time after the upcoming school year, it is important to stay informed about these upcoming policy changes, which could likely increase your cost of tuition. In our webinar, we will review the following important updates: 1) Changes for families with multiple siblings in college 2) New rules for divorced families 3) Questions removed and added in the new FAFSA We will also discuss key college planning terms, explore alternatives to the FAFSA like the CSS profile, and explain how you can save money in the midst of these new policies. We will also be happy to answer any questions you have about the college planning process. 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 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. | 8/3/2021 | 7:00pm EDT | 30 minutes | Register |
| Financial 15: Tax-Free Municipal Bonds
Come learn why investors are flocking to tax-free municipal bonds and if this investment makes sense for you. During this webinar we will review: What is a tax-free municipal bond? Their important features to understand when looking at making a purchase. Why they are increasing in popularity? And more! If you have questions prior to the webinar, please email 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. | 8/4/2021 | 9:00am EDT | 15 minutes | Register |
| Financial 15: Important Financial Meetings
Join us for this week's Financial 15 on Important Financial Meetings with Megan Muccio CPA, CWS®, CFF®. This is a pre-recorded Financial 15, so if you have any questions or would like more information please give us a call 631-393-2888 or email jenna@craigjamesfinancial.com. All summer long we will be running recordings of some our most popular past Financial 15s, so you can catch up on topics you may have missed. 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. | 8/11/2021 | 9:00am EDT | 1.3 hours | Register |
| President Biden's Tax Plan: Will the changes impact you?
On April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid leave. To pay for these reforms, the Plan calls for the following tax changes: • Raising the top income tax rate to 39.6% (up from 37%). • Raising the top tax rate on capital gains and qualified dividends to 39.6% (up from 20%). • Expanding the 3.8% Medicare surcharge to all income over $400,000. • And more. Now, there’s no guarantee this plan will become law. It must pass through both chambers of Congress first, and for that to happen, it will likely undergo significant revisions. Still, it is also better to plan ahead and prepare as some of these changes will likely have a major impact on investors. Join us for this very important webinar to learn about the major possible changes, how those changes may impact you, and steps you can take today to be prepared for higher taxes. 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. | 8/12/2021 | 7:00pm EDT | 30 minutes | Register |
| Financial 15: Buying a Home
Join us for this week's Financial 15 on Buying a Home with Megan Muccio CPA, CWS®, CFF®. This is a recorded Financial 15, so if you have any questions or would like more information please give us a call 631-393-2888 or email jenna@craigjamesfinancial.com. All summer long we will be running recordings of some our most popular past Financial 15s, so you can catch up on topics you may have missed. 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. | 8/18/2021 | 9:00am EDT | 15 minutes | Register |
| 3 Changes to College Planning: How will this Impact You?
Paying for college is a priority for many parents. With crucial changes approaching to the federal financial aid structure, that plan could be seriously affected beginning in 2023. If you have children who will be attending college or university at any time after the upcoming school year, it is important to stay informed about these upcoming policy changes, which could likely increase your cost of tuition. In our webinar, we will review the following important updates: 1) Changes for families with multiple siblings in college 2) New rules for divorced families 3) Questions removed and added in the new FAFSA We will also discuss key college planning terms, explore alternatives to the FAFSA like the CSS profile, and explain how you can save money in the midst of these new policies. We will also be happy to answer any questions you have about the college planning process. 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 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. | 8/19/2021 | 7:00pm EDT | 30 minutes | Register |
| Important Social Security Updates
For more than 70 million Americans, Social Security is a significant portion of their retirement income. There are some important updates regarding social security that could impact our clients, so we will be holding a few 15-minute webinars to discuss any potential changes in more detail. In our webinar, we will review the following important updates: 1) The Social Security Administration released estimates that indicate that the trust funds used for social security could be depleted in 2035, at which point 79% of promised benefits would be payable. A notice on page 2 of recent social security statements even has this “warning” stated. 2) The window to file a restricted application is closing on January 1, 2024. 3) The Biden Administration has also released potential Social Security Updates that we will review. 4) Cost of Living Adjustments 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. | 8/25/2021 | 9:00am EDT | 15 minutes | Register |