Retirement Planning Today
Audience: Pre-retirees and retirees ages 55 to 70
Instructors: Louis T. Barberio, III and Michael McClelland
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 meeting for each registrant.
Registration includes that you may bring one guest. One workbook per paid registration will be provided and light refreshments will be served.
Location: Stockton University - Hammonton Room 301
Dates: Mondays, September 8 & 15, 2025
Time: 6:00pm - 9:00pm
-OR-
Location: Stockton Univeristy - Galloway Campus Center Meeting Room 5
Dates: Wednesdays, September 10 & 17, 2025
Time: 6:00pm - 9:00pm
This workshop is presented by the Stockton Center on Successful Aging – SCOSA
As noted above, each registration comes with the option to bring a guest. Please choose from the choices below for your prefered location.
