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Transition and Thrive℠

Workshop Series

Life’s biggest changes deserve more than guesswork—they deserve a plan. The Transition and Thrive℠ Workshop Series provides a structured, welcoming environment to learn, ask questions, and explore strategies for moving forward with confidence. Whether you are preparing for retirement, navigating a career change, or planning your next chapter, these workshops are designed to help you make informed decisions and thrive.

As an experienced educator, John Stokes has guided professionals across the country through career transitions and retirement planning. He has delivered over 1,000 workshops for Fortune 500 companies, outplacement firms, and small groups, covering critical topics such as unemployment insurance, financial planning, retirement goal setting, and investment management.

John Stokes Financial has had the opportunity to present to a diverse range of companies and organizations, including Western Digital, Allergan, Sears, IRS, Homeland Security, AmerisourceBergen, Disney, Superior, YouBet, Interpore, Boeing, Northrop Grumman, Oakley, PacifiCare, Blue Shield of CA, Dewey & LeBoeuf, Lee Hecht Harrison, Beauty Systems, Qualcomm, Right Management, LPL Financial, Chase, Randstad Risesmart, Countrywide, Bank of America Corporate, Cessna Citation, GE Electric, Harman Becker, BAE Systems, AT&T Corporate Office, Amgen 21st Century, and Siemens.

If you are interested in learning more about our presentations, please email us at info@johnstokesfinancial.com. We are happy to customize our materials to address the unique needs of your group.

Unemployment Insurance &#38; Financial Planning&#160;<br/>

Unemployment Insurance & Financial Planning 

This webinar focuses on maximizing Unemployment Insurance benefits and identifying overlooked financial opportunities for individuals in career transition. It emphasizes strategic decision-making to ensure financial stability during unemployment and provides insights on preparing for long-term financial success while managing short-term career changes.

Retirement Planning Success&#160;<br/>

Retirement Planning Success 

This webinar highlights the importance of defining and setting clear retirement goals while effectively managing investment options to optimize long-term growth. It also covers tax-efficient strategies for securing a successful retirement and provides tailored retirement plans designed to ensure financial security and a fulfilling future.