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Events & Webinars

Welcome to the JFL Total Wealth Management webinar library.  Please check out recordings of our strategic planning sessions and training videos.


Strategic Planning Webinars

Each month, JFL Total Wealth Management tackles a new financial topic that is affecting our clients, their families and their businesses. To listen to a JFL webinar recording, click on the links below. 

Laying Your Financial Foundation #1: Insurance Protection

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews insurance protection for yourself and your possessions. We discuss how much insurance you need, associated costs and options.

Personal Insurance

  • Life (3:22)
  • Health (12:25)
  • Income Replacement (15:36)

Possession Insurance

  • Homeowners and Renters (17:05)
  • Auto (22:36)
  • Umbrella (26:45)

Key Insurance Tips (30:05)

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including insurance protection, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

June 17, 2020

Laying Your Financial Foundation #2: Credit & Loans

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews credit and how maintaining a good credit can impact all aspects of your financial life. We also look at managing student loans and other debt and the best way to approach paying them off.

  • Credit (2:17)
  • Student Loans (10:24)
  • Key Credit and Loan Tips (16:14)

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including maintaining a good credit score and properly managing your debt, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

June 26, 2020

Laying Your Financial Foundation #3: How Much Car Can You Afford?

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews how much car you can afford, as well as the pros and cons of a lease vs. buying.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including budgeting responsibly for car expenses, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 6, 2020

Laying Your Financial Foundation #4: Buying Your First House

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews he true costs associated with buying your first home—your down payment is just one part of that housing budget.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including budgeting responsibly for your first house, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 13, 2020

Laying Your Financial Foundation #5: . . . and Then Comes Baby!

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews how much having a baby really costs, including childcare expenses. We also dive into key steps you need to take when you have your first baby, including updating your life insurance, Will and emergency fund.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including budgeting responsibly for a baby, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 20, 2020

Laying Your Financial Foundation #6: Estate Planning

Part of a multi-part series called Laying Your Financial Foundation, this webinar reviews the importance of procuring estate planning documents, including Wills, powers of attorney and medical directives. We discuss which documents to prioritize, how to obtain them and what to consider when drafting them.

This is one of several JFL presentations that address the important financial fundamentals you need to follow when you are in your 20's and 30's. While each individual's financial situation is unique, there are certain foundations, including estate planning, that you need in order to start the path to financial success.

Click here to download a copy of the presentation.

July 28, 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

Training Videos

Technology is only as helpful as a user's ability to navigate and utilize the information. Here are training videos to help explain (or refresh) your understanding of the technology platforms JFL uses.  

Navigating Orion, JFL Total Wealth Management's Client Portal

Watch this tutorial on how to navigate and use JFL's client portal, called Orion.

April 24, 2020


Testing Your Retirement Plan's Viability on MoneyGuidePro (MGP) 

Watch this tutorial on how to navigate MoneyGuidePro and manipulate different scenarios on your road to retirement.

July 13, 2020