Current Financial Planning Workshops Being Offered

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

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.

*Registered Representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637 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.