Strategic Financial Planning Webinars
Each month, JFL Total Wealth Management tackles a new financial topic that is affecting our clients, their families and their businesses.
Scroll down to view on-demand webinars on topics such as:
- Economic updates and investor outlooks
- Understanding reverse mortgages
- Saving and paying for college
- Long-term care planning
- Helping your parents age gracefully
INFLATION AND RISING INTEREST RATES
What does this mean for you?
The last month has seen continued market volatility and the official start of a bear market. High inflation prompted the Federal Reserve to raise interest rates again in mid-June, with the biggest single rate hike since 1994. But what does this mean for you and your financial plan?
Join JFL Total Wealth Management's Jerry Lynch CFP® and Jeanne Kane CFP® as they review how higher interest rates will affect your wallet, what a recession could mean for the economy (and you), and what you should do now to better protect your nest egg.
Click here for a copy of the presentation.
June 30, 2022
2022 ECONOMIC UPDATE
Is an end to the volatility in sight?
The first quarter of 2022 left even the most seasoned investors weary of the turbulent financial markets. And the months of April and May haven't brought any relief—an estimated $11 trillion has been erased in the global markets since the end of March.
JFL's Jerry Lynch CFP® and Jeanne Kane CFP® review market returns year-to-date, historical comparisons, what to expect in the coming months and steps you can take to better protect your investments and finances in a volatile market.
Click here for a copy of the presentation.
May 19, 2022
HISTORY PERSPECTIVE OF MARKET VOLATILITY:
35 Years of TIME Magazine Covers and the Stock Market
The current market volatility has many of you on edge, nervous about what the stock market's future may hold for you and your investments. Twenty-four hour cable news coverage and the media tend to add fuel to the perceived financial threat, driving some investors to make emotional decisions that could harm their investments long-term.
What if we showed you that the media's "Doom & Gloom" approach does not reflect long-time investment results? Here is a quick slide show featuring TIME Magazine covers over a 35-year span and how the stock market fared 10 years later.
Click here for a copy of the slideshow.
March 14, 2022
ECONOMIC REVIEW AND 2022 INVESTOR OUTLOOK
The market volatility since New Year’s has left many investors nervous about what 2022 has in store for them. In this 20-minute webinar, JFL Total Wealth Management reviews some key learnings from 2021, and then focuses on 2022’s economic outlook, including historical perspectives on the impact inflation, rising interest rates and other economic factors have had on the markets.
We also have strategic recommendations on what investors can do today, in the areas they can control.
Click here for a copy of the presentation slides.
January 27, 2022
DECODING REVERSE MORTGAGES
Click here for a copy of the presentation slides.
January 20, 2022
2021 Mid-Year Economic & Investor Update
Click here for a copy of the presentation slides.
August 5, 2021
Understanding Crypto and Digital Currencies
- ABC's of cryptocurrencies and their evolution
- Real-time uses
- Role of cryptocurrencies in your investment portfolio
- How they could shape the financial future of the global economy
- Differences between cryptocurrencies and digital currencies
Click here for a copy of the presentation slides.
June 8, 2021
Q1 Economic Review and 2021 Outlook
Click here for a copy of the presentation.
May 10, 2021
Helping Your Parents Age with Grace
- Starting the conversation with your parents
- Managing sibling/family dynamics
- Key financial topics that must be addressed, such as estate planning documents, powers of attorney, long-term care plans, financial stability, elder fraud prevention, etc.
- Immediate financial steps following the death of a loved one
Click here for a copy of the presentation.
Click here for a list of financial questions your need to address with your parents.
March 29, 2021
Putting Your Stimulus Check to Work
If a stimulus check is headed your way (or has already been deposited in your account), pause before spending it quickly. We’ve all heard how some recipients are using this money to invest in high-risk investments or purchase large tickets items. Instead, view this latest round of federal financial support is an opportunity to re-steer your finances if 2020 wreaked havoc on your financial plan.
Listen to JFL Total Wealth Management’s Jerry Lynch CFP® provide topline recommendations for putting your stimulus check to work.
March 30, 2021
Guide to Strategically Funding College
- Current and projected college tuition landscape
- Funding vehicles for parents and grandparents
- When to start saving and how much
- Do's & don'ts of financial aid
Click here for a copy of the presentation.
Click here for a pros/cons comparison chart of various college saving vehicles.
January 28, 2021
2021 Investor Outlook
Join JFL Total Wealth Management's Jerry Lynch CFP® and Jeanne Kane CFP® as they review key financial learnings from 2020 and then focus on what investors can expect in 2021.
There has been a flurry of activity during President Biden's first week in office and it's hard to track what change (or proposed change) may have a direct impact on your financial plan. We don't have a crystal ball, but do have historical perspective to educate you on those key areas we think will be impacted.
Click here for a copy of the presentation.
January 26, 2021
Q3 2020 Economic Update
Listen to JFL Total Wealth Management's Jeanne Kane CFP® address the economic landscape as we move through Q4 2020, including the continued impact the COVID-19 pandemic and Presidential election have had on the U.S. economy and investments. She also addresses investment strategies you can consider through the remainder of 2020.
Click here for a copy of the presentation.
October 30, 2020
A Guide to Medicare: Making Informed Choices
There are a lot of Medicare options and figuring out where to start, especially if you are approaching 65 or have had a change in your health or financial circumstances, can be daunting.
Listen to JFL’s Jerry Lynch and Bob Wasky, managing partner of All Things Medicare, go over the who, what, why and how much of Medicare. This is just in time for Medicare's annual enrollment period for Part D Prescriptions and Medicare Advantage Plans, which runs from October 15th through December 7th.
- Medicare 101 (4:13)
- Enrollment Process and Timing (6:34)
- Premiums (13:19)
- Medicare Part D Prescriptions (15:46)
- Medicare Advantage Plans (19:47)
- Medigap/Supplement Insurance Policies (22:01)
- Best Practices (25:37)
Click here for a copy of the presentation.
October 15, 2020
Tax Planning for a Biden Administration
With the Presidential election only a few weeks away, JFL Total Wealth Management has received a lot of inquiries about former Vice President Joe Biden's tax policy proposals and how they might affect your financial situations. Please join JFL's Jerry Lynch as he reviews these proposals—which target higher wealth individuals with more than $400,000 in annual income—and discusses what tax planning steps you may want to consider.
- Former VP Joe Biden's Proposed Tax Policies (2:10)
- Year-End Tax Planning for 2020 (19:18)
- Tax bracket management
- Capital gains and loss harvesting
- Roth conversions
- Tax bracket management
Click here for a copy of the presentation.
October 12, 2020
Proactive Year-End Tax Planning Ideas for 2020
With Q4 2020 beginning this week, it is time to start proactively thinking about tax strategies you can consider and potentially implement before year end. This on-demand webinar is a compliment to JFL Total Wealth Management's September 2020 newsletter, available here.
Listen to seasoned financial advisor and JFL founder Jerry Lynch address tax planning strategies such as:
- Maximizing your tax bracket
- Charitable giving
- Capital gains and loss harvesting
- Roth conversions
- 401(k) and IRA contributions
- Estate planning
Click here for a copy of the presentation.
September 28, 2020
Securing a Peace of Mind: Navigating Long-Term Care Protection
While "retirement is the wonderful time in life when you get to do whatever you want," many retirees fear needing long-term care and not being able to afford it—or having to wipe out their savings in order to pay for it.
Listen to seasoned financial advisor/JFL Total Wealth Management founder Jerry Lynch and long-term care specialist Greg Bushwell of The Long-Term Care Specialist Group tackle the long-term care landscape and review how planning for long-term care can benefit you and your family, both emotionally and financially.
Jerry and Greg address:
- What is long-term care? (4:25)
- What's covered under long-term care policies (18:44)
- Protection options (22:13)
- Associated costs (28:39)
Click here for a copy of the presentation.
September 22, 2020
Mid-Year Investor Update
Listen to Jerry Lynch and Jeanne Kane discuss the ongoing impact the COVID-19 pandemic has had on the economy and your investment portfolio. They also dive into how this economic downturn compares historically to others and strategies you can consider to weather the storm.
- Investor Update (1:24)
- Ideas & Strategies (12:45)
Click here for a copy of the presentation.
August 4, 2020
Fundamentals of Investing
The financial industry is filled with heavy jargon and complicated products that can leave the common investor overwhelmed. And in these volatile times, your confusion can be further exacerbated by the daily changes in the stock market and economy.
Listen to Jerry Lynch and Jeanne Kane from JFL Total Wealth Management as they take a step back, revisit the basics and discuss the whats, whys and hows of investing. They'll also look at what you can hope to accomplish with short- and long-term investment horizons.
May 20, 2020
Charitable Giving During the COVID-19 Pandemic and Beyond
During these trying times, many of us want to help our neighbors and fellow Americans in need. Record unemployment, overwhelmed food banks, overstressed medical care systems, and fragile savings plans have left many Americans in need of immediate assistance.
Listen to Jerry Lynch and Jeanne Kane from JFL Total Wealth Management as they discuss charitable giving during the coronavirus pandemic and beyond, including:
- Maximizing your charitable dollars
- Short- and long-term tax strategies for your donations
- New stipulations in the CARES Act that encourage charitable donations now
April 28, 2020
Protecting Your Business with the CARES Act of 2020
On March 27, 2020, the Federal government passed a $2 trillion stimulus package to help Americans during the COVID-19 pandemic. Please join Jerry Lynch and Jeanne Kane from JFL Total Wealth Management as they discuss key provisions of the CARES Act 2020 and financial options that can provide aid to you and your business in the coming weeks and months.
April 9, 2020
Decoding the CARES Act of 2020
On March 27, 2020, the Federal government passed a $2 trillion stimulus package to help Americans during the COVID-19 pandemic. Please join Jerry Lynch and Jeanne Kane from JFL Total Wealth Management as they discuss key provisions of the CARES Act 2020 and financial options that can provide aid to you and your families in the coming weeks and months.
April 9, 2020
Investment Advice in This "Crazy New World"
Webinar featuring JFL's Jerry Lynch and Jeanne Kane they discuss the current state of the market and investment planning strategies you can consider for your portfolio in this "Crazy New World."
April 3, 2020