Five Personal Financial Lessons to Consider as Your Retirement Approaches

WEBINAR

JFS is pleased to invite you to join a webinar discussion on five important retirement topics:

  • How to determine what to do with your company retirement account
  • When a withdrawal from your IRA makes sense
  • Starting your Social Security benefit
  • How to enroll in Medicare
    What is a Roth conversion and other advanced planning techniques

Host:

Ted Rhinehart, AIF®, CPFA, QKA

Presenter:

Chuck Zuzak, CFP®, CFA®

Run Time:

48:58

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With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.

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