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 |
|---|---|---|---|---|
| The Election of a Lifetime and Your Wallet
This year’s election cycle is unlike any other! Join us for a bipartisan seminar to learn about how the policies of both major candidates may affect your personal finances. 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. | 10/28/2020 | 5:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/28/2020 | 8:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/29/2020 | 8:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/30/2020 | 8:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/31/2020 | 8:00pm EDT | 1 hour | Register |
| 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? 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. | 11/3/2020 | 7:00pm EST | 1 hour | Register |
| College Savings Plans: 5 Key Facts to Save For Your Child's Education
Saving and paying for your loved one's college education can be a very stressful part of your financial life. There are numerous options and strategies available when it comes to saving for your child's higher education costs, figuring out which strategy makes the most sense for you is key to maximizing college savings and decreasing what you will need to lay out of your pocket. Understanding the different savings vehicles, navigating the financial aid process, and applying to schools all together can be a tedious and overwhelming process. We are here to help! What you will learn in this webinar: -Differences in Public vs. Private Universities - Popular Savings Vehicles Available and How They Work - Calculations of Expected Family Contribution and Financial Aid - Availability of and Applying for Loans, Grants, and Scholarships - Setting Priorities and Getting a Plan in Place After participating in this webinar you will KNOW the benefits of both public and private universities, as well as how to start saving for them. You will also HAVE an understanding of other resources available to gain more assistance in paying for higher education. Lastly, you will FEEL more confident in getting your loved ones the best college education possible. 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. | 11/4/2020 | 7:00pm EST | 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. | 11/12/2020 | 7:00pm EST | 1 hour | Register |
| Social Security Smarts
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. | 11/17/2020 | 7:00pm EST | 1 hour | Register |
| Ferrantino Financial 15
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 30 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 11/18/2020 | 9:00am EST | 30 minutes | Register |
| Getting Fiscally Fit
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. | 11/19/2020 | 7:00pm EST | 1 hour | Register |
| 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? 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. | 11/23/2020 | 7:00pm EST | 1 hour | Register |
| Ferrantino Financial 15
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 30 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 11/25/2020 | 9:00am EST | 30 minutes | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 11/30/2020 | 8:00pm EST | 1 hour | Register |
| 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? 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. | 12/1/2020 | 7:00pm EST | 1 hour | Register |
| Ferrantino Financial 15
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 30 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 12/2/2020 | 9:00am EST | 30 minutes | Register |
| Ferrantino Financial 15
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 30 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 12/9/2020 | 9:00am EST | 30 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. | 12/10/2020 | 7:00pm EST | 1 hour | Register |
| Social Security Smarts
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 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. | 12/15/2020 | 7:00pm EST | 1 hour | Register |
| Ferrantino Financial 15
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 30 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 12/16/2020 | 9:00am EST | 30 minutes | Register |
| 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? 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. | 12/16/2020 | 7:00pm EST | 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. | 12/22/2020 | 7:00pm EST | 1 hour | Register |
| Ferrantino Financial 15
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 30 minute briefing where he will break down the top changes in the market and how it impacts you! 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. | 12/30/2020 | 9:00am EST | 30 minutes | Register |