91��Ƶ

A registration link will be coming soon! Please email fionna.janson@stockton.edu with any questions.

This course will be given in two informative and entertaining sessions!

Audience: Retirees ages 65+       

Instructors: Louis T. Barberio, III and Michael McClelland

Cost: $59 

In this course, you will learn how to maintain and increase the benefits of your current retirement plan by discovering new ways to stay mentally, physically, and socially active, as well as learn about important financial topics such as reducing taxes, assessing investment risk, planning for health care needs, and planning your estate. This course will take place over 2, 2-hour long sessions.  

Included: You may bring one guest. One workbook per paid registration will be provided. Light refreshments will be served.

Choose from one of the locations below: 

The course will take place on all dates from 2:00 - 4:00 p.m. 

1/29 and 2/5/25 - Stockton at Atlantic City (Room TBD) 

1/30 and 2/6/25 - Stockton Galloway Main Campus (Room TBD) 

2/24 and 3/3/25 - Stockton at Hammonton (Room 301) 

 

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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 91��Ƶ 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 91��Ƶ 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.