Five Personal Financial Lessons to Consider as Your Retirement Approaches


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


Ted Rhinehart, AIF®, CPFA, QKA


Chuck Zuzak, CFP®, CFA®

Run Time:


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