JFS Wealth Advisors
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Webinars

Finding and Funding the Right College

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September 7, 2024

Planning for college can be daunting, especially when it comes to financing. In this webinar, Barbara Glover, CFP®, CCFC, sheds some light on the nuances of college planning, including the FAFSA, other financial aid, and the actual costs of college.

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Mid-Year Market, Economic, and Election Update 2024

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August 5, 2024

Watch our 2024 mid-year market economic and election update here, where we touched on the impact of the upcoming election and artificial intelligence.

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Navigating Finances After Losing a Spouse

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July 1, 2024

Adjusting to a life without your loved one and navigating the financial changes of your life can feel overwhelming without support and understanding. In this webinar we share some key considerations for managing your finances during this difficult time.

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Elevate Your Retirement Plan Management – Fiduciary Training & Best Practices

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June 3, 2024

Join Ted Rhinehart, AIF®, CPFA, QKA, for our recent webinar where we shared insights into the crucial topic of retirement plan management. This session reviewed the intricacies of fiduciary duties placed on plan sponsors, offering valuable insights on how to effectively manage these responsibilities while staying compliant.

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Succession Planning for a Seamless Transition

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April 23, 2024

Have you ever wondered if it is truly possible to find or develop a person or team you trust to run and care for your business like you do? If this is how you feel, our upcoming webinar may help you gain some peace of mind about your business's future.

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Aging in Place or Move? The Pros and Cons Revealed

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March 26, 2024

Aging in place or move? What is the best option for you? In this webinar, we examine some of these critical considerations in retirement planning and answer some of your questions.

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