Broker Check

Events

About John Stokes Financial

We have been providing financial education on benefits, consulting, and planning services for corporate professionals as they navigate job transitions for over 20 years. We are the approved financial services firm for the largest three outplacement firms in the United States delivering more than 150 educational workshops each year. We also work alongside the California Employment Development Department (EDD) to offer education on available benefits and options.

Upcoming Events

December 3, 2020

10:00a - 11:30a

Webinar

January 7, 2021

10:00a - 12:00p

Webinar

March 2, 2021

10:00a - 12:00p

Webinar

April 29, 2021

10:00a - 12:00p

Webinar

June 22, 2021

10:00a - 12:00p

Webinar

August 19, 2021

10:00a - 12:00p

Webinar

October 12, 2021

10:00a - 12:00p

Webinar

December 7, 2021

10:00a - 12:00p

Webinar

Past Events

November 23, 2020

2:00p - 3:00p

Zoom Webinar

Client Webinar: Estate Planning

Join John Stokes, President and CEO of John Stokes Financial and guest speaker, Diane Parriott, Attorney at Law, as they share their knowledge of estate planning, recent law changes due to the Secure Act, and updates on state property tax laws.

November 5, 2020

1:00p - 2:30p

Webinar

November 5, 2020

10:00a - 12:00p

Financial Considerations in Your Search

Join us for this webinar presentation to learn more about state and federal benefits such as: health insurance, unemployment insurance, and mortgage assistance during an employment transition.

October 22, 2020

1:00p - 2:00p

Zoom Webinar

Client Webinar: Economic Update

Join us for an economic update with Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, as he shares his thoughts on the market as we near the 2020 presidential election.

October 8, 2020

10:00a - 11:30a

Webinar

October 1, 2020

4:00p - 5:00p

Zoom Webinar

September 3, 2020

10:00a - 11:30a

Webinar

August 31, 2020

10:00a - 11:00a

Zoom Webinar

August 11, 2020

1:00p - 3:00p

San Francisco

Financial Strategies

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

August 10, 2020

10:00a - 12:00p

Financial Planning/ Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

August 5, 2020

10:00a - 12:00p

Walnut Creek

Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

August 4, 2020

10:00a - 12:00p

Woodland Hills

Financial Planning & Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

August 3, 2020

10:00a - 12:00p

Planning For Your Future

Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.

July 23, 2020

1:00p - 2:30p

Webinar

July 16, 2020

10:00a - 12:00p

Webinar

July 9, 2020

10:00a - 11:30a

Webinar

June 18, 2020

1:00p - 2:30p

Webinar

June 4, 2020

10:00a - 11:30a

Webinar

June 1, 2020

9:00a - 9:45a

Recording sent via email

May 21, 2020

10:00a - 12:00p

Webinar

May 12, 2020

1:00p - 3:00p

San Francisco

Financial Strategies

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

May 11, 2020

10:00a - 12:00p

Financial Planning/ Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

May 6, 2020

10:00a - 12:00p

Walnut Creek

Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

May 5, 2020

10:00a - 12:00p

Woodland Hills

Financial Planning & Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

May 4, 2020

10:00a - 12:00p

Planning For Your Future

Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.

April 29, 2020

1:30p - 3:30p

San Jose

Unemployment Insurance 101/Financial Strategies

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

April 22, 2020

10:00a - 12:00p

Culver City

Unemployment Insurance & Financial Planning

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

April 20, 2020

1:30p - 3:30p

San Diego

Unemployment/Financial Planning 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

April 14, 2020

1:00p - 3:00p

San Francisco

Financial Strategies

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

April 13, 2020

10:00a - 12:00p

Financial Planning/ Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

April 7, 2020

10:00a - 12:00p

Woodland Hills

Financial Planning & Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

April 6, 2020

10:00a - 12:00p

Planning For Your Future

Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.

April 1, 2020

10:00a - 12:00p

Walnut Creek

Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

March 26, 2020

10:00a - 12:00p

Financial Considerations in Your Search

Join us for this webinar presentation to learn more about state and federal benefits such as: health insurance, unemployment insurance, and mortgage assistance during an employment transition.

March 25, 2020

1:30p - 3:30p

San Jose

Unemployment Insurance 101/Financial Strategies

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

March 25, 2020

10:00a - 12:00p

Culver City

Unemployment Insurance & Financial Planning

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

March 16, 2020

1:30p - 3:30p

San Diego

Unemployment/Financial Planning 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

March 10, 2020

1:00p - 3:00p

San Francisco

Financial Strategies

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

March 9, 2020

10:00a - 12:00p

Financial Planning/ Unemployment 101

Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.

Event Registration