Broker Check

9734391190

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. 

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


COMING SOON: 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.