JFS Wealth Advisors
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JFS Wealth Advisors
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Webinars

Quarterly Market, Economic and Planning Update – Q3 2023

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November 30, 2023

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.

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Year End Tax Tips and Strategies 2023

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October 30, 2023

In today's ever-evolving financial landscape, staying informed about the latest tax strategies and updates is crucial. Our webinar will provide you with insights into how you can optimize your finances as we approach the end of 2024.

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Webinar: Stay Ahead with FAFSA – Navigating Recent Changes, by JFS Wealth Advisors

Stay Ahead with FAFSA – Navigating Recent Changes

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September 15, 2023

In this webinar, we explore the latest updates to the Free Application for Federal Student Aid (FAFSA) and learn essential strategies to maximize your financial aid opportunities. We aim to get you up to speed with the recent modifications to the FAFSA process, including updates in eligibility criteria, application deadlines, and other critical factors that can impact your financial aid prospects. Whether you’re a student, parent, or educational professional, this webinar is designed to equip you with the knowledge and tools needed to navigate the complexities of the FAFSA system effectively.

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Webinar: 10 Principles for Readying Your Business for Exit or Transition, by JFS Wealth Advisors

10 Principles for Readying Your Business for Exit or Transition

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September 5, 2023

Navigating the process of exiting or transitioning your business requires careful planning, thoughtful strategies, and a clear understanding and preparation of the essential principles that drive a successful outcome. This webinar is designed specifically for business owners looking to secure their future and optimize their business value. Join JFS’ Business Growth and Transitions Team where we share insights into how business owners can assess their personal, financial, and business readiness to transition. Whether you’re building your business with an end in mind or looking to prepare for a successful exit, this information is for you.

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Webinar: Quarterly Market, Economic, Planning Update by JFS Wealth Advisors

Quarterly Market, Economic and Planning Update

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July 27, 2023

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.

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Webinar: 10 years from retirement? What to do now, by JFS Wealth Advisors

10 Years from Retirement? What to Do Now

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June 21, 2023

Are you ten years from retirement and feeling uncertain about where you are in your financial goals? It’s normal to feel overwhelmed and unsure about retirement planning. In our webinar, we’ll discuss important things you need to do when you’re ten years away from retirement and help guide you through strategies that help to maximize your savings, empower you to make wise investment decisions, and put plans in place for a fulfilling retirement.

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