EXCLUSIVE INVITATION • RESERVE MY SPOT

A private online webinar crafted exclusively for retirees and pre-retirees with $200k+ in assets

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By submitting this form, you agree to receive communications from JS Financial related to your registration. We respect your privacy and are committed to protecting your personal information. 

YOU ARE INVITED

 JS Financial invites you to a free live webinar focused on Required Minimum Distributions (RMDs), Roth conversions, investment strategies and retirement tax strategies. No jargon, no sales pressure — just educational information designed to help you make more informed retirement planning decisions.

Joel Barjenbruch, CFP®, RICP®, CLU®, ChFC®, LACP is the owner of JS Financial, Inc. He specializes in retirement planning and risk management, helping individuals and families, develop strategies aligned with their long-term financial goals. 

• Free to attend — no cost, no obligation
• Live online — join from anywhere, no travel required
• Plain-language guidance you can actually understand and act on
• Limited spots to keep it focused and personal
• Hosted by Joel Barjenbruch of JS Financial

WHAT WE'LL COVER

Learn what to know about taking required withdrawals from retirement accounts, important RMD deadlines, and the potential penalties that may apply if a required distribution is missed.

Explore how converting assets from a traditional IRA to a Roth IRA can help reduce future tax liabilities, and review factors that can help determine when the strategy could be beneficial.

Discuss how different investments may respond to market fluctuations and considerations for allocating assets across retirement and non-retirement accounts.

Learn practical investment strategies designed to help manage risk, pursue growth opportunities, and align your portfolio with your long-term financial objectives.

Understand how realizing investment losses may help offset taxable gains, improve tax efficiency, and play a role in an overall investment strategy.

Review how retirees may structure withdrawals from different account types to help create a more tax-efficient and sustainable retirement income strategy.

YOUR HOST

CFP®, RICP®, CLU®, ChFC®, LACP | Financial Planner

Joel Barjenbruch CFP®, RICP®, CLU®, ChFC®, LACP is a comprehensive financial planner, owning and operating JS Financial, Inc. with offices in Lincoln & Omaha. Joel and his office specialize in full scale retirement planning & risk management following a fiduciary standard, serving the needs of individuals, business owners, and their families.

JS Financial's goal is to preserve, manage and grow the wealth their clients have worked a lifetime to build by designing and implementing focused, custom, financial solutions. Their dedication to best-in-class service is rooted in commitment to putting each of their client’s interests first. They take great pride in building relationships with clients, appreciating them, working together, and delivering an experience that helps clients navigate the full spectrum of their financial goals.

Joel is married to his wife Stacey. Together they have three children, Celia, Warren and Joy. He enjoys spending time with his family, traveling, golfing, and attending Husker athletics. He and his family are members of Southwood Lutheran Church in Lincoln where Joel serves on the Church Council.

Learn more about us at our website

WHY ATTEND

1. Many RMD, Roth, and retirement account mistakes are often avoidable
   With the right information, many common retirement planning missteps involving RMDs, Roth conversions, and account withdrawals can be better understood and potentially avoided. This webinar is designed to provide clear, educational guidance at no cost.
   
   
2. The rules around RMDs and Roth strategies have changed
   Recent updates to retirement legislation, including changes under the SECURE Act, have impacted RMD ages, distribution rules, and Roth conversion planning. Strategies that worked in the past may need to be revisited under today’s rules.
   
   
3. One decision can impact your retirement taxes for years
   An incorrectly timed RMD, a missed withdrawal, or a poorly planned Roth conversion may have longer-term tax implications beyond a single year. Understanding how these decisions interact is an important part of retirement income planning.
   
   
4. Retirement savings deserve careful, informed planning
   Joel Barjenbruch, CFP®, has seen how small oversights in retirement account planning can have lasting effects. This webinar is focused on helping you better understand RMDs, Roth IRAs, and retirement income strategies so you can make more informed decisions going forward.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

LPL Enterprise Form CRS

RICP conferred by The American College.

Joel T. Barjenbruch is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL are not affiliated with JS Financial, Inc.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.