EXPLORE OUR SERVICE OFFERINGS
EXPLORE OUR OFFICE LOCATIONS
EXPLORE OUR SERVICE OFFERINGS
EXPLORE OUR OFFICE LOCATIONS
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.
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.
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.
As a business owner, you have worked tirelessly to build and grow your company. When it comes time to transition to your “next act”, you want to ensure you receive the highest possible value for your life’s work. Join JFS’ Business Growth and Transitions Team for this informative webinar, where we will share insights and explore the benefits of maximizing the value of your business before a sale or transition and the factors that contribute to your overall business value.
We’ve all heard the horror stories of college students racking up enormous bills and getting swallowed in debt. But money-related issues can be avoided when college students learn how to handle their finances properly. Our webinar will show college students and their families the steps they need to take to enhance financial wellness at college.
Your child or grandchild’s college education may be one of the biggest investments you’ll make, yet many families aren’t prepared for how they’ll foot the bill or what the funding process entails. In this webinar JFS Wealth Advisors teams up with the Bucks County Foundation to discuss the college admissions timeline, the college funding plan process, and how to optimize the cost of higher education. You’ll also be provided with complimentary tools to help you begin.