Seminars

Come & Discover the New Rules for Retirement Planning

These topics will be covered:

  •  Strategies to help you feel good about retirement.
  •  Ways to reduce your risk & keep more of your hard-earned money.
  •  Ways to obtain an income you can't outlive.
  •  Is your planning strategy built to withstand the unexpected?
  •  Ways to use your money & still have something to leave your beneficiaries.
  • Is there room for improvement?
  • Financial strategies that may be used during challenging times.
  • The new SECURE Act: what it is & how it could affect your retirement plans.

Your keynote speaker, Jean Baun, is the president of JSB Financial. She is a dedicated and focused professional who offers possible solutions to today's retirement challenges. Jean has been developing retirement strategies for over 16 years that help her clients feel good about the future.

Date: 5/4/2021

Time: 6:00 PM

Host Name: Jean Baun

Host Phone: (570) 822-1651

Email: events@jsbfin.com 

 

Emerging Tax Issues in Retirement Webinar ft. Waldean Wall

Discover three major tax issues – maximum tax deferral, income taxes for a surviving spouse, & taxes for surviving children – that are of growing importance, as well as the drivers behind these issues.

 

Dates: 4/6/2021, 5/18/2021

Time: 6:00 PM

Host Names: Jean Baun & Waldean Wall

Host Phone: (570)822-1651

Email: events@jsbfin.com

 

Women, Money, & Power Financial Strategies ft. Aimee Johnson

Learn the importance of women having a financial strategy & how they can take control of their financial future. Aimee will share information & tips specifically for women to help them gain insight on their own attitudes & behaviors towards money.
 

Dates: 4/28/2021, 5/26/2021

Time: 6:00 PM

Hosts: Jean Baun & Aimee Johnson

Host Phone: (570)822-1651

Email: events@jsbfin.com

 

Identity Theft & Cybercrime ft. Jeff Lanza

Identity theft & cybercrime are both on the rise - & as a former FBI agent, Jeff knows what it takes to avoid both. In this presentation, he will walk through 10 simple safeguards you can implement right away to reduce your chances of falling victim.

 

Dates: 5/6/2021

Time: 6:00 PM

Hosts: Jean Baun & Jeff Lanza

Host Phone: (570)822-1651

Email: events@jsbfin.com