Retirement Planning Today
This course will be given in two informative and entertaining sessions!
Audience: Pre-retirees and retirees ages 55 to 70
Instructors: Louis T. Barberio, III and Michael McClelland
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 meeting for each registrant.
Cost: $59
Included: You may bring one guest. One workbook per paid registration will be provided. Light refreshments will be served.
Course Information
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Monday Evenings in Manahawkin |
Fall dates will be available in July 2024. Stockton University $59.00
Included: You may bring one guest. One workbook per paid registration will be provided.
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Thursday Evenings in Atlantic City |
Fall dates will be available in July 2024. Stockton University $59.00
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.
The entire course is relevant, excellent in context and has met or exceeded all of expectations.
Information was presented in a manner that was easily understood.
Instructor Bio:
Lou Barberio is the Co-Founder and Managing Partner of Barberio & McClelland Financial Services
with over 30 years of experience in the financial field. Lou specializes in estate,
business, investment and retirement planning, and has a strong dedication to thoroughly
understanding his clients’ financial goals. With a comprehensive knowledge of the
client’s lifetime and testamentary objectives, he then thoughtfully crafts a unique
and personalized strategy designed to target the specific needs and goals of that
client.
Lou has been a retirement course instructor at Stockton University and 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 graduation from William Paterson University, Lou completed the “Retirement Income Planning” program at the University of Pennsylvania’s Wharton School of Business. In his free time, he serves on Parish Council at St. Gianna Berata Molla Parish, and is on the board of various charitable organizations. Lou and his wife Inez have two children and live in Egg Harbor Township, New Jersey.
Michael McClelland, CFP®, RICP® is a Managing Partner of Barberio & McClelland Financial Services in Linwood, NJ.
As a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Retirement Income Certified Professional®
(RICP®), he focuses on creating and implementing comprehensive financial and retirement
plans for his clients based on their own unique goals and objectives.
Michael is committed to the core principle of serving his clients with their best interest at the forefront. His ongoing delivery of financial education helps enable his clients to make sound decisions for themselves and their families. Michael works to build solid relationships with his clients, collaborating to build customized strategies designed to achieve their financial objectives.
As a proud graduate of Monmouth University, Michael was a 3-time Academic All-American on the football team. After college, Michael went on to obtain his FINRA Series 7 and 66 registrations, as well as licenses for Life, Health, and Property & Casualty Insurance. He further went on to receive two professional designations from The American College: CERTIFIED FINANCIAL PLANNERTM (CFP®) and Retirement Income Certified Professional® (RICP®).
Outside the office, Michael greatly enjoys snowboarding, playing golf, working out, watching the NY Giants and NY Mets, and most of all, spending time with his wife Amanda, their son Landon, and daughter Emery. Michael and his family are residents of Lincroft, NJ, where they happily settled in 2020.
