JFS Wealth Advisors
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JFS Wealth Advisors
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Webinars

JFSWA - Non-Qualified Plans

The Untapped Benefit: How Non-Qualified Plans Help Keep Your Best People

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May 28, 2026

In this webinar we break down non-qualified retirement plans, including NQDC, SERP, 162 bonus, and split dollar, and how business owners use them to retain key talent.

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Navigating divorce: a financial guide thumbnail.

Navigating Divorce: A Financial Guide

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April 13, 2026

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.

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2026 Economic and Market Update Webinar - January 2026

2026 Economic and Market Update

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January 23, 2026

In this webinar, JFS's Chief Investment Officer, Manish Upadhyay, analyses the evolving economic landscape and financial markets over the past year.

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Finding and funding the right college thumbnail. A college funding webinar.

How to Find and Fund the Right College for You!

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November 4, 2025

College funding has become complex with recent changes to financial aid rules. This webinar outlines critical planning steps you can take to get the most out of college funding for your child or loved one.

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The title slide of the presentation with the title "Gifting & Estate Planning Strategies." On the right, there are images of estate planning documents, a couple holding a model home, and a grandmother talking to her granddaughter.

Gifting & Estate Planning Strategies

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September 18, 2025

This webinar explores gifting and estate planning strategies to help you take advantage of your gifting opportunities while aligning your estate plan with your goals.

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Preparing for Tax Policy Changes on the Horizon

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June 17, 2025

Learn how to navigate 2025 tax changes with insights from top experts. Join JFS Wealth Advisors' timely webinar on the evolving tax landscape.

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