JRWA Client Webinar Series
In person and virtual workshops designed to educate and provide practical solutions.
Watch our last workshop — “Medicare Planning for JRWA Clients” by clicking the button below.
Past JRWA Client Webinar Series workshops
Medicare Planning for JRWA Clients
October 2022 – WATCH NOW!
Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. You should attend this workshop if you are concerned about retirement health care expenses, you are age 60 or over, you plan to take Medicare soon, you are already taking Medicare and if you are ready to start planning.
This is a past JRWA Client Webinar Series workshop. You can get more information and watch it now by clicking the button below.
Social Security for JRWA Clients
May 2022 – WATCH NOW!
Understanding the value of Social Security, Things to know about Social Security, Will Social Security be there for me?
Baby Boomers are asking … Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? At this informative seminar you will learn important rules and strategies for collecting your retirement benefits. The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.
This is a past JRWA Client Webinar Series workshop. You can get more information and watch it now by clicking the button below.
Caregiving for JRWA Clients
April 2022 – WATCH NOW!
A caregiving plan ultimately impacts all generations of your family. It’s never too late to start. Families need to ask … What happens when an elderly parent needs caregiving? What’s the best way to guarantee our loved ones get the best care possible? Do we know who will oversee our parents’ care? Has anyone discussed how caregiving expenses will be covered? Do we have a clear understanding of the personal, residential, medical, legal, and financial issues involved with caregiving?
This is a past JRWA Client Webinar Series workshop. You can get more information and watch it now by clicking the button below.
Generational Planning for JRWA Clients
February 2022 – WATCH NOW!
As COVID-19 continues to spread across the country, many people are thinking about their estate plans and what might happen if they need to be hospitalized. Now is the time for everyone to get their affairs and documents in order.
This is a past JRWA Client Webinar Series workshop. You can get more information and watch it now by clicking the button below.
How Tax Planning Changes Through Four Stages of Retirement for JRWA Clients
November 2020 – WATCH NOW!
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You may want to apply the tax code in an organized and efficient way. Learn what is involved in creating a retirement tax strategy.
This is a past JRWA Client Webinar Series workshop. You can get more information and watch it now by clicking the button below.
JRWA Client Webinar Series Registration
Use the form below if you will be registering to arrive in-person for a JRWA event.
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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