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Webinars on Demand

Ask JSF

Ask JSF

Ask us anything! Answering some FAQs from our clients such as: the difference between IRA and ROTH accounts, buying into Bitcoin, and paying off your mortgage. 

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<span>Economic Update: July 2021</span>

Economic Update: July 2021

Join us for an economic update featuring: John Stokes, CEO and President of John Stokes Financial, Phil Blancato, CEO and President of Ladenburg Thalmann Asset Management, and Brandon Morenz, BFA™, AAMS®, Director of Financial Strategies of John Stokes Financial.

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<span>Maximizing your Experience with John Stokes Financial</span>

Maximizing your Experience with John Stokes Financial

Whether you are already a client or interested in becoming one, join John Stokes (CEO) and Brandon Morenz (Financial Advisor & Director of Financial Strategies) as they discuss and explore options on how to better engage with your financial advisor and fully utilize our services.

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Time In The Market, Not Timing The Market

Time In The Market, Not Timing The Market

Join John Stokes (CEO), Brandon Morenz (Financial Advisor & Director of Financial Strategies) and Stefan Gronvold (Financial Advisor) as they share their knowledge and expertise on "Time In The Market, Not Timing The Market."

Learn how trying to time the market in times of dramatic market swings can lead to costly mistakes with lasting impacts. This webinar is perfect for anyone looking to learn more about how historical market declines occur and what strategies exist today to help minimize them.

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Social Security

Social Security

Join John Stokes, CEO and Rick Friend, CFP®, ChFC®, Executive Director of Financial Planning as they share their knowledge and expertise on Social Security. Learn how your benefit is determined, the strategies to maximize household Social Security benefits, and the impact of working and collecting Social Security benefits. This would be an ideal webinar for anyone nearing the age of 62.

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Unemployment and Financial Planning

Unemployment and Financial Planning

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

Speakers: John Stokes, CEO of John Stokes Financial & Brandon Morenz, Financial Advisor & Director of Financial Strategies

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Economic Update: February 2021

Economic Update: February 2021

Join us for an economic update with Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, as he shares his thoughts on the market as we near the 2020 presidential election.

Speakers: John Stokes, CEO of John Stokes Financial, Brandon Morenz, Financial Advisor & Director of Financial Strategies & Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management

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Estate Planning<br/>

Estate Planning

Join John Stokes, President and CEO of John Stokes Financial and guest speaker, Diane Parriott, Attorney at Law, as they share their knowledge of estate planning, recent law changes due to the Secure Act, and updates on state property tax laws.

Speakers: John Stokes, CEO of John Stokes Financial, Brandon Morenz, Financial Advisor & Director of Financial Strategies & guest speaker, Diane Parriott, Attorney at Law.

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College Savings

College Savings

Learn how to financially prepare to send a loved one to college. 529 college savings plans are designed to help make investing for higher education more accessible to everyone and withdrawals for qualified higher education expenses are federal tax-free. Consult your tax advisor.

Speakers: John Stokes, CEO of John Stokes Financial & Damian Eckstein, VP-Wholesaler of Capital Group/American Funds

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Economic Update: December 2020

Economic Update: December 2020

Join us for an economic update with Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, as he shares his thoughts on the market as we near the 2020 presidential election.

Speakers: John Stokes, CEO of John Stokes Financial, Brandon Morenz, Financial Advisor & Director of Financial Strategies & Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management

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