Retirement Planning Today

This course will be given in two informative and entertaining sessions!

Audience: Pre-retirees and retirees ages 55 to 70       

Instructor: Louis T. Barberio, III

Course Description:

In this course you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company's retirement plan, and adjust your estate plan to function properly under the new laws.

However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III. The course includes a complimentary one-hour, personalized follow-up phone call for each registrant.

Cost: $59 

Included: You may bring one guest. One workbook per paid registration will be provided. 

Retirement Planning Today

Course Information

Wednesdays in Manahawkin 

Dates: January 25 and February 1, 2023 
Time: 6:30pm - 9:30pm
Room:3
Location:
712 East Bay Avenue
Manahawkin, NJ 08050

Saturdays in Galloway

Dates: January 28 and February 4, 2023 
Time: 9:00am - 12:00pm (Noon)
Room:F118
Location:
101 Vera King Farris Drive
Galloway, NJ 08205

Tuesdays in Galloway

Dates: January 31 and February 7, 2023
Time: 6:30pm -9:30pm
Room: F119
Location:
101 Vera King Farris Drive
Galloway, NJ 08205

Wednesdays in Atlantic City

Dates: February 8 and 15, 2023
Time: 6:30pm - 9:30pm
Room:211
Location: 
3711 Atlantic Ave.
Atlantic City, NJ 08401

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Saturdays in Hammonton

Dates: March 4 and 11, 2023
Time: 10:00am - 1:00pm
Room:201
Location:
Kramer Hall
30 Front Street
Hammonton, NJ 08037

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Thursdays in Hammonton

Dates: March 9 and 16, 2023
Time: 6:30pm - 9:30pm
Room: 307
Location:
Kramer Hall
30 Front Street
Hammonton, NJ 08037

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Cost:

$59 

Included: You may bring one guest. One workbook per paid registration will be provided. 

          


[This class] encouraged me to think through valuable questions regarding planning for my future.
Past Participant
The entire course is relevant, excellent in context and has met or exceeded all of expectations.
Past Participant
Information was presented in a manner that was easily understood.
Past Participant

Instructor Bio:

Lou Barberio is the Co-Founder and Managing Partner of Barberio & McClelland Financial Services with over 30 years of experience in the financial field. Lou specializes in estate, business, investment and retirement planning, and has a strong dedication to thoroughly understanding his clients’ financial goals. With a comprehensive knowledge of the client’s lifetime and testamentary objectives, he then thoughtfully crafts a unique and personalized strategy designed to target the specific needs and goals of that client.

Lou has been a retirement course instructor at Stockton University and local community colleges for several years. In 2016, Lou was humbled to be inducted into the Stockton University Delta Mu Delta Honor Society as an honorary inductee. He is also on the Board of Directors of the Stockton University Foundation. After graduation from William Paterson University, Lou completed the “Retirement Income Planning” program at the University of Pennsylvania’s Wharton School of Business. In his free time, he serves on Parish Council at St. Gianna Berata Molla Parish, and is on the board of various charitable organizations. Lou and his wife Inez have two children and live in Egg Harbor Township, New Jersey.

 

Michael McClelland, CFP®, RICP® is a Managing Partner of Barberio & McClelland Financial Services in Linwood, NJ. As a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Retirement Income Certified Professional® (RICP®), he focuses on creating and implementing comprehensive financial and retirement plans for his clients based on their own unique goals and objectives.  

Michael is committed to the core principle of serving his clients with their best interest at the forefront. His ongoing delivery of financial education helps enable his clients to make sound decisions for themselves and their families. Michael works to build solid relationships with his clients, collaborating to build customized strategies designed to achieve their financial objectives.

As a proud graduate of Monmouth University, Michael was a 3-time Academic All-American on the football team. After college, Michael went on to obtain his FINRA Series 7 and 66 registrations, as well as licenses for Life, Health, and Property & Casualty Insurance. He further went on to receive two professional designations from The American College: CERTIFIED FINANCIAL PLANNERTM (CFP®) and Retirement Income Certified Professional® (RICP®).

Outside the office, Michael greatly enjoys snowboarding, playing golf, working out, watching the NY Giants and NY Mets, and most of all, spending time with his wife Amanda, their son Landon, and daughter Emery. Michael and his family are residents of Lincroft, NJ, where they happily settled in 2020.