The commitment to lifelong learning is a core value at JSF.

Whether it be about the current economy, geopolitical perspectives, market trends, or even a roundtable with the author of a new book, we pride ourselves on offering our clients the ongoing opportunity to hear from a unique variety of speakers. Below is a list of past events we’ve hosted online, in our office or even at the occasional offsite venue.

2025

• 1/24 - 2025 Kickoff: Managing Risk in Today’s Market Environment with Paul Ma, CFA, Vice President, Lead Portfolio Strategist, Fidelity Investments

2024

• 1/23 - Helping Your Child Thrive Through Adolescence and Young Adulthood with Adelina Mehrazarian Brisbois, LMFT and Carolyn Carlson, LMFT
• 3/5 - Women, Wealth & Well-Being with Jennifer Taboada, Director, Senior Financial Wellness Consultant, BlackRock Business Consulting
• 3/27 - Managing Risk in Today's Market Environment with Paul Ma, CFA, Vice President, Lead Portfolio Strategist, Fidelity Investments
• 4/4 - Election Year Insights: Navigating the Geopolitical Landscape with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
• 4/25 - Crafting Unforgettable Journeys: Luxury Tourism Insights and Trip Ideas with Nina Miles, Luxury Travel Designer, Certified Travel Associate (CTA)
• 6/4 - Let’s Talk Social Security with Karen L. Ireland, CFP ® , Business Development Consultant, MFS Investment Management
• 7/9 - Mid-Year Market Outlook with Christian Galipeau, Senior Market Strategist, Franklin Templeton Institute
• 9/4 - Elections & Investment Implications with Stephanie Aliaga, Global Market Strategist, J.P. Morgan Asset Management
• 10/23 - Age of Uncertainty: What’s on the Year-End Horizon? with Bryan Jordan, CFA, Economist Co-Founder, Cycle Framework Insights
• 11/18 - A New Era of Trump: Navigating Geopolitical Landscapes in a Post-Election World with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
• 12/18 - Beyond 2024: Economic Review and Forecasts for the New Year with Meera Pandit, Executive Director, Global Market Strategist, J.P. Morgan Asset Management

2023

• 1/18 - 2023 Kickoff: Managing Risk in Today's Market Environment with Paul Ma, CFA, Vice President, Lead Portfolio Strategist, Fidelity Investments
• 2/23 - Bonds are Back: Fixed Income Market Update with Meera Pandit, Executive Director, Global Market Strategist, J.P. Morgan Asset Management
• 3/16 - Key Questions Women Should be Asking to Navigate Their Financial Futures  with Leslie Geller, Senior Vice President and Wealth Strategist, Capital Group Asset Management
• 4/11 - Banking Upheaval: What's Next for the Sector?  with Carolyn Barnette, Head of Market and Portfolio Insight, BlackRock
• 5/24 - Travel in a Post-Pandemic Era: Insights on Luxury Tourism and Making Bucket List Trips a Reality  with Nina Miles, Luxury Travel Advisor
• 7/12 - Post-Debt Ceiling Deal: What's Next for the Economy in Q3? with AJ Rivers, Senior Vice President and Head of US Retail Fixed Income Business Development, Alliance Bernstein
• 9/11 - What's on the Horizon for Fixed Income? with Bob Fields, Managing Director, Member of the Global Fixed Income, Currency & Commodities (GFICC) Group at J.P. Morgan Asset Management
• 10/17 - Making Yourself a Difficult Target for Cybercriminals with David McSweeney, Vice President, Client Assurance for Fidelity Investment’s Information Security Office
• 10/30 - Economic Uncertainties and Opportunities Heading to Year-End with Mark Peterson, Director, Advisor Insights, BlackRock
• 11/14 - Year-End Geopolitical Update & 2024 Outlook with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.
• 12/12 - Year-End Wrap and 2024 Economic Forecast with Meera Pandit, Executive Director, Global Market Strategist, J.P. Morgan Asset Management