Broker Check

Current Retirement Workshops Being Offered

"Retirement Planning Today™"

Life Planning for Retirement Workshop

As a member of the Financial Educators Network™, Barberio & Rich Financial Services provides the same workshop that is conducted for many Colleges and Universities throughout the United States. It is entitled - Retirement Planning Today™ which teaches Life Planning for Retirement.

In addition, the workshop Retirement Planning Today™ through the Financial Educators Network™ offers a comprehensive approach to employers and organizations interested in providing financial education for their employees and members.

Here is an outline of the Retirement Planning Today™ course:

Section 1 – Life Planning for Retirement

Section 2 – Retirement Needs & Expenses

Section 3 – Retirement Roadblocks & Mistakes

Section 4 – Retirement Income Sources

Section 5 – Retirement Plan Distributions

Section 6 – Investments*

Section 7 – Risk Management (Insurance)

Section 8 – Estate Planning

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"Financial Strategies for Retirement"

With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are important to people at or near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make appropriate health care decisions, especially who will provide care, where you will live and how you will pay for your health care. We will also explore some options that allow you to transfer assets to other generations of your family. An optional financial planning consultation is provided after the class.

A “hear it, see it, read it, write it” teaching method makes it easy for you to understand and remember the practical information. The class is taught by financial professionals; however, no products or investments will be promoted or offered. The fee includes a written course workbook and study aids.

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For Women Only - "How Not to Run Out of Money"

This course addresses the unique challenges and concerns women face in retirement.  Statistically women today will outlive men.  Women everywhere are asking:

  • "How can I make sure I don't run out of money?"
  • "How can I maintain my lifestyle after retirement?"
  • "What happens if the market crashes?"

The good news is, no matter what your situation is, there's something you can do right now to protect yourself, avoid common mistakes, and create a paycheck for life, no matter how long you live.

Topics include:

  • The three biggest mistakes in retirement planning
  • Why women need to make their money work harder
  • Multiple ways to create guaranteed income for life
  • Money personality types
  • Long-term care
  • How to talk to family about money
  • And much more!

Click Here to See Upcoming Classes

*Registered Representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser, Member FINRA/SIPC, 110 Fieldcrest Avenue, Edison, New Jersey 08837 - (732) 225-0777. Barberio & Rich Financial Services is Independent of HTK 

HTK does not offer tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.