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
JSF Client Event: Economic Update
Join us for an economic update featuring: John Stokes, CEO and President of John Stokes Financial and Phil Blancato, CEO and President of Ladenburg Thalmann Asset Management.
January 20, 2022
10:00a - 11:30a
Webinar
February 3, 2022
10:00a - 11:00a
Webinar
February 17, 2022
10:00a - 11:30a
Webinar
March 17, 2022
10:00a - 11:30a
Webinar
March 29, 2022
10:00a - 11:00a
Webinar
April 21, 2022
10:00a - 11:30a
Webinar
May 19, 2022
10:00a - 11:30a
Webinar
May 26, 2022
10:00a - 11:00a
Webinar
June 16, 2022
10:00a - 11:30a
Webinar
July 19, 2022
10:00a - 11:00a
Webinar
July 21, 2022
10:00a - 11:30a
Webinar
August 18, 2022
10:00a - 11:30a
Webinar
September 13, 2022
10:00a - 11:00a
Webinar
September 15, 2022
10:00a - 11:30a
Webinar
October 20, 2022
10:00a - 11:30a
Webinar
November 8, 2022
10:00a - 11:00a
Webinar
November 17, 2022
10:00a - 11:30a
Webinar
December 15, 2022
10:00a - 11:30a
Webinar
Past Events
December 16, 2021
10:00a - 11:30a
Webinar
December 7, 2021
10:00a - 12:00p
Webinar
December 1, 2021
10:00a - 10:30p
Zoom Webinar
Client Webinar: Health Insurance & Medicare
Join JSF to learn about making the right insurances choices for you and your family. We will be reviewing open enrollment FAQ, group and individual insurance coverage, Medicare, and life insurance options.
November 18, 2021
10:00a - 11:30p
Webinar
October 28, 2021
1:00p - 2:00p
Zoom Webinar
JSF Client Event: Mortgage
Join JSF and guest speaker, Mark Dowling, Direct Lender/Mortgage Banker as he answers some of the most frequently asked mortgage questions.
October 21, 2021
10:00a - 11:30a
Webinar
October 12, 2021
10:00a - 12:00p
Webinar
September 16, 2021
10:00a - 11:30a
Webinar
August 19, 2021
1:00p - 2:30p
Webinar
August 19, 2021
10:00a - 12:00p
Webinar
August 18, 2021
1:00p - 1:45p
Zoom Webinar
Client Webinar: Ask JSF
Ask us anything! We'll be answering our clients most FAQ. Submit a question or topic by Aug 13th to have it answered live during our webinar.
July 20, 2021
1:00p - 2:00p
Zoom Webinar
Client Event: Economic Update
Join us for an economic update with John Stokes, CEO and President of John Stokes Financial, Phil Blancato, CEO and President of Ladenburg Thalmann Asset Management, and Brandon Morenz, BFA™, AAMS®, Director of Financial Strategies of John Stokes Financial.
July 15, 2021
10:00a - 11:30a
Webinar
June 30, 2021
2:00p - 2:30p
Webinar
June 22, 2021
10:00a - 12:00p
Webinar
June 3, 2021
10:00a - 11:30a
Webinar
May 12, 2021
2:00p - 3:00p
Zoom Webinar
May 6, 2021
10:00a - 11:30a
Webinar
April 29, 2021
10:00a - 12:00p
Webinar
April 1, 2021
10:00a - 11:30a
Webinar
March 18, 2021
2:00p - 3:00p
Zoom Webinar
March 4, 2021
10:00a - 11:30a
Webinar
March 2, 2021
10:00a - 12:00p
Webinar
February 11, 2021
1:00p - 2:00p
Zoom
Economic Update 2021
Join John Stokes, CEO of John Stokes Financial and Phil Blancato, CEO & President of Ladenburg Thalmann Asset Management, as they share their thoughts on the economy for 2021.
February 4, 2021
10:00a - 11:30a
Webinar
January 7, 2021
10:00a - 12:00p
Webinar
January 7, 2021
10:00a - 11:30a
Webinar
December 3, 2020
10:00a - 11:30a
Webinar
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.