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Webinars

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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Webinar: Wealth Care for Healthcare Physicans by JFS Wealth Advisors

Wealth Care for Healthcare

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October 28, 2022

Getting paid what you’re worth and crafting your debt payoff strategy are two of the most crucial elements for physicians to consider as they transition from residency to an attending. In partnership with Gradfin, JFS invites you to find out how to navigate these issues through our one-hour webinar.

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Webinar: 2022 Midterm Elections, Economy & the Markets by JFS Wealth Advisors

State of the Market, Economy, and Mid-Term Elections Virtual Discussion

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October 18, 2022

We explore the impact of the mid-term elections, climbing interest rates, and the current state of the markets, including equities and fixed income assets. Additionally, our discussion explores the legislative “what-ifs” that may affect your year-end financial planning.

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