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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
Captial Gains Taxes: The Background and History Capital gains tax rates will likely be changing soon, which means it’s a great time to learn about capital gains taxes and where they come from. Join us for this event to learn about the history of capital gains taxes, as well as the proposals that could soon affect your portfolio.

At this webinar, we will cover:
- What capital gains are and how they differ from ordinary income
- The first ever income and capital gains taxes
- Why the government is allowed to levy income tax
- The ongoing debate over the capital gains tax rate
We will also be happy to answer any questions you may have about the subject. If you would like to submit a question in advance, or have any other concerns about the event, please contact jenna@craigjamesfinancial.com. We hope you can make it!


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.
10/21/20217:00pm EDT15 minutes
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.
10/26/20217:00pm EDT30 minutes
Register
Upcoming IRA Changes: How You Can Prepare As negotiations march on for the $3.5 trillion budget reconciliation bill, crucial retirement planning changes may be about to sneak through. Join us for this webinar to learn how proposed regulatory change to IRAs and Roth Conversions could affect your portfolio.

At this event, we will discuss:
- Why legislators want to change IRA policy
- Whether these proposals will pass Congress
- Restrictions on Roth Conversions and IRA asset qualifications
- How you can prepare for these changes

We look forward to answering any questions you may have about this topic. If you would like to submit a question beforehand, or have any other concerns about the event, please email jenna@craigjamesfinancial.com . We hope to see you there!


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.
10/27/20219:00am EDT30 minutes
Register
Buying and Selling A Home In This Unique Environment: What You Need To Consider Headlines in the news are saying that mortgage rates are at all-time lows and that the housing market is booming. It is truly a unique environment that we are in, and seemingly a great one to sell your home and buy that retirement house that you have been yearning for, or maybe buying that second home! We are getting many calls and questions about the pros and cons of buying in cash, taking out a mortgage, and unique down payment ideas. If you are looking to buy or sell a home to take advantage of the current financial landscape, it is important to consider all of the options that you have to do so. Join us for this webinar, you will not want to miss it.

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.

10/28/202111:00am EDT12.5 hours
Register
Cyber Privacy: 5 Steps to Protect Your Online Identity Did you know that 64% of Americans have experienced data theft? Be sure 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.

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.
10/28/20217:00pm EDT1 hour
Register
Financial 15: 5 Things You Need to do Before Year End As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2022. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having changed from previous years, and many others likely to change before the year is out, now is a great time to consider what these strategies can do for you.

In this webinar we will review 5 very important actions to consider and review before ringing in the new year.

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.

11/3/20219:00am EDT15 minutes
Register
Financial 15: 5 Things You Need to do Before Year End As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2022. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having changed from previous years, and many others likely to change before the year is out, now is a great time to consider what these strategies can do for you.

In this webinar we will review 5 very important actions to consider and review before ringing in the new year.

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.

11/9/20217:00pm EST15 minutes
Register
Captial Gains Taxes: The Backgroud and History Capital gains tax rates will likely be changing soon, which means it’s a great time to learn about capital gains taxes and where they come from. Join us for this event to learn about the history of capital gains taxes, as well as the proposals that could soon affect your portfolio.

At this webinar, we will cover:
- What capital gains are and how they differ from ordinary income
- The first ever income and capital gains taxes
- Why the government is allowed to levy income tax
- The ongoing debate over the capital gains tax rate
We will also be happy to answer any questions you may have about the subject. If you would like to submit a question in advance, or have any other concerns about the event, please contact jenna@craigjamesfinancial.com. We hope you can make it!


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.
11/10/20219:00am EST15 minutes
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.
11/16/20217:00pm EST30 minutes
Register
Three Ways Biden’s Tax Proposal Could Affect Small Businesses As we speak, Congress is negotiating and enormous $3.5 trillion spending bill, to be paid for by increasing taxes on businesses. If you or your family operate a small business, these changes could mean big changes for your long-term financial plans. Join us for a complimentary webinar to learn what new tax rules will mean for small businesses and small business owners.

In this presentation, we will discuss:

- The scope and state of the proposals.
- New tax policies, including increased corporate taxes, capital gains, and the stepped-up basis.
- How they will affect our economy as a whole.
- How you can mitigate the effects of these impending tax increases.

We will also be happy to answer any questions you have. If you would like to submit a question beforehand, or have any other concerns about the event, please email jenna@craigjamesfinancial.com. We hope to see you there!


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.
11/17/20219:00am EST15 minutes
Register
Financial 15: 5 Things You Need to do Before Year End As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2022. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having changed from previous years, and many others likely to change before the year is out, now is a great time to consider what these strategies can do for you.

In this webinar we will review 5 very important actions to consider and review before ringing in the new year.

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.

12/1/20219:00am EST15 minutes
Register