JFS Wealth Advisors
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JFS Wealth Advisors
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Webinars

Post-Inauguration Economic and Market Update

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March 21, 2025

Watch our post-inauguration economic and market update here, where we touched on market performance, policy changes, and the interest rate outlook.

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Maximizing Your Medicare Benefits

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November 18, 2024

John J. Sciarrone, CFP®,  is joined by Edward Birk for this medicare webinar. With over 41 years of experience as an insurance broker, Ed will share essential information to help you navigate Medicare with confidence.

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Safeguard Your Financial Future – Cybersecurity Insights with Nes Harper

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October 23, 2024

In this talk, Nes Harper from Charles Schwab walks us through the current cybersecurity landscape and shares practical steps to defend against the most sophisticated threats facing investors today. 

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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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