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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 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.
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.
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.