JFS Wealth Advisors
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Webinars

Webinar: Accelerating Your Business Value Before an Exit or Transition, by JFS Wealth Advisors

Accelerating Your Business Value – Before An Exit or Transition

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May 26, 2023

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 be confident that you'll 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.

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Webinar: Preparing Your College Student to be Financially Fit by JFS Wealth Advisors

Preparing Your College Student to be Financially Fit

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April 26, 2023

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.

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Webinar: Finding and Funding the Right College 2023 with Bucks County Foundation, by JFS Wealth Advisors

Finding and Funding the Right College 2023 – Bucks County Foundation

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April 11, 2023

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.

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Webinar: Impact of Inflation on Retirement by JFS Wealth Advisors

Impact of Inflation on Your Retirement

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March 23, 2023

Dive deep into the impact of inflation, and a broad discussion on what inflation is and what has caused it recently, why it's important for pre- and post-retirees, what you can do to combat the impact of inflation, and whether inflation will hurt your stock returns.

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Webinar: Five Personal Financial Lessons to Consider as Your Retirement Approaches by JFS Wealth Advisors

Five Personal Financial Lessons to Consider as Your Retirement Approaches

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November 17, 2022

Join our webinar about five important retirement topics and the lessons you can take away from planning for them, including: How to determine what to do with your company retirement account; When a withdrawal from your IRA makes sense; Starting your Social Security benefit; How to enroll in Medicare; What a Roth conversion is, and other advanced planning techniques.

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Webinar: Finding and Funding the Right College 2022 Update by JFS Wealth Advisors

Finding and Funding the Right College – Fall 2022

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November 11, 2022

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. We’ll 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.

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