Run Time:
47:34
Getting paid what you’re worth and crafting your debt payoff strategy are two of the most crucial elements for physicians to consider as they transition from residency to an attending. In partnership with Gradfin, JFS invites you to find out how to navigate these issues through our one-hour webinar.
Hosts:
Caleb Pepperday, CFP®, Wealth Advisor, JFS Wealth Advisors
Presenters:
Lauren Colonna, Business Development Associate, GradFin
Certified Divorce Financial Analyst®, Constance Amstutz, CFP®, seeks to help you understand the financial landscape when navigating divorce. Constance is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst® practitioner. She is a member of the firm’s Business Development and Financial Planning and Wealth Strategies teams. In the midst of adversity and significant life changes, Constance understands the importance of navigating these waters with care and sensitivity while producing invaluable integrated financial planning.
Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review: The market year to date, current state of equities and bonds, Federal Reserve’s policies and their influence on the financial markets, and looking ahead to 2024.
Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review equity and bond performance, noteworthy events such as the debt ceiling issue and regional bank failures, effects of the SECURE Act 2.0 on your financial plan, & estate planning for couples and partners.
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.
