Checklists
The following checklists were developed by the JNBA Financial Planning Committee as tools to help you achieve your financial goals. If you have any questions on how to best utilize these tools, please contact your Advisory Team .
- Applying for Social Security
- Birth or Adoption of a Child
- Buying a Home
- Charitable Gift Planning
- Credit Report & Scores
- End of Life Planning
- Estate Planning
- Financial Planning – Getting Started
- Financial Planning for Every Stage of Life
- Financial Planning in Your 20s
- Financial Planning in Your 30s
- Financial Planning in Your 40s
- Financial Planning in Your 50s
- Financial Planning in Your 60s
- Getting Divorced
- Getting Married
- Health Savings Account (HSA)
- Insurance Review
- Investments Basics
- Medicare & Medicaid
- Personal Inventory Checklist
- Planning for College
- Pre-Retirement Checklist
- RMDs
- Saving Financial Documents Checklist
- Stolen Identity
- Transitioning Careers
Newsletter
Financial Basics Videos
The following webinars were created by the JNBA Financial Planning Committee as tools to help you achieve your financial goals. The webinars cover financial plans for all ages, as well as many other relevant topics. If you have any questions on how to best utilize these tools, please contact your JNBA Advisory Team at 952-844-0995.
- Webinar – A Guide to Estate & Tax Planning
- Webinar – Financial Planning Essentials and Retirement Planning
- Webinar – Financial Planning in Your 20s
- Webinar – Financial Planning in Your 30s
- Webinar – Financial Planning in Your 40s
- Webinar – Financial Planning in Your 50s
- Webinar – Financial Planning in Your 60s
- Webinar – Investment Management
- Webinar – Risk Management
- Webinar – Social Security
- Webinar – Socially Conscious Investing