1201 New Road
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.