Current Financial Planning Workshops Being Offered

Life Planning for Retirement Workshop

As a member of the Financial Educators Network™, Barberio & McClelland 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

*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 & McClelland Financial Services is Independent of HTK 

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