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 course includes a 225-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III. Every course participant will receive a valuable workbook and the opportunity for a no-obligation, one-on-one consultation with the instructor after the course.
* Cost includes 1 workbook. You may bring a spouse or guest at no additional cost
Tuesdays, March 20 & 27, 2018
Saturdays, March 24 & 31, 2018
Lou Barberio is the Co-Founder and Managing Partner of Barberio & Rich Financial Services in Linwood, New Jersey. With over 25 years of experience in the financial services field, he offers a broad spectrum of planning strategies for business owners, retirees, professionals and affluent individuals in South Jersey.
Lou specializes in the areas of estate, business, investment* and retirement planning and has a strong dedication to understanding his clients’ lifetime and testamentary financial objectives. Only after a thorough understanding of the situation will Lou recommend the most significant financial strategy and planning options designed to meet his clients’ personal goals.
Over his 25 years of success, Lou has received several industry awards including his lifetime qualification to the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®. Within MDRT Lou has also achieved the prestigious qualification of Top of the Table.
Lou has been a retirement course instructor at Stockton University and two 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 graduating from William Paterson University and earning his Bachelor of Arts degree, Lou completed the "Retirement Income Planning" program from the Wharton School at the University of Pennsylvania; the world’s first collegiate school of business and today the number one ranked Best Business School by U.S. News & World Report.
Outside of his professional passion, Lou spends time coaching youth sports, is a Catechist at St. Gianna Berata Molla Parish and is on the board of various charitable organizations, including The Boys and Girls Club of Atlantic City. Lou and his wife Inez have two children and live in Egg Harbor Township, New Jersey.