Featured Speakers
Craig J. Ferrantino, CFF® & CWS® is the founder and president of Craig James Financial Services, LLC, a small boutique financial planning firm located in Melville, NY. He has more than 32 years of experience in the financial services industry. Craig provides a weekly economic and market update every Monday morning at 7:20 AM on the radio show “LI in the AM” on station 103.9 FM. Craig started his career on Wall Street at JP Morgan Private Banking Group in New York City where he assisted high net-worth clients manage their assets. During his years at JP Morgan Chase, he also worked in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. Over the years Craig moved into the investment side of the business, starting with Smith Barney and then to A.G. Edwards, concurrently moving from the city to the east end of Long Island.
AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) Non-Profit Charitable Organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly educate in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
