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.

 

Retirement Planning Today

Course Information

Wednesdays in Manahawkin

Dates: September 28 and October 5, 2022
Time:
6:30pm - 9:30pm  
Room:
TBD
Location:
712 East Bay Avenue
Manahawkin, NJ 08050

Registration button

Wednesdays in Atlantic City

Dates: October 12 and 19, 2022
Time:
6:30pm - 9:30pm
Room:
TBD
Location:
3711 Atlantic Avenue
Atlantic City, NJ 08401

Registration button

Saturdays in Galloway

Dates: October 15 and 22, 2022
Time:
9:00am - 12:00pm Noon 
Room:
TBD
Location:
101 Vera King Farris Dr
Galloway, NJ 08205

Registration button

Tuesdays in Galloway

Dates: October 18 and 25, 2022
Time:
6:30pm - 9:30pm 
Room:
TBD
Location:
101 Vera King Farris Dr
Galloway, NJ 08205

Registration button

Tuesdays in Hammonton 

Dates: November 8 and 15, 2022 
Time: 6:30pm - 9:30pm
Room: TBD
Location:
Kramer Hall
30 Front Street
Hammonton, NJ 08037

Registration button

Saturdays in Hammonton

Dates: November 12 and 19, 2022 
Time: 10:00am - 1:00pm
Room: TBD
Location:
Kramer Hall
30 Front Street
Hammonton, NJ 08037

Registration button

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 & 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.