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Strategic Financial Planning Webinars

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:

  • Saving and paying for college
  • Long-term care planning
  • Investor outlook for 2021
  • President Biden's tax proposals
  • Helping your parents age gracefully

Helping Your Parents Age with Grace

Join JFL Total Wealth Management's Jerry Lynch CFP® and Jeanne Kane CFP® as they provide a road map for tackling the very tough topic of your aging parents' financial plan and end-of-life wishes.

We provide recommendations for:
  • 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

This is a difficult process for adult children and aging parents alike—this webinar provides tools for managing what will be an evolving discussion.


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

If you are overwhelmed by the prospect of paying for your children’s college education, you are not alone. On average, tuition increases 5-8% annually, meaning the cost of college doubles every 8-10 years. Seventy percent of college students graduate with loans today, with an average of more than $30,000 of debt.

So how will your children (or grandchildren) afford a higher education?

Listen to JFL Total Wealth Management’s Jeanne Kane CFP® and special guest Julie Gross of College Financial Consultants as they tackle strategies for saving and paying for college. They address:
  • 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

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