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
March 7, 2023
9:00a - 10:00a
Webinar
May 2, 2023
9:00a - 10:00a
Webinar
June 27, 2023
9:00a - 10:00a
Webinar
August 22, 2023
9:00a - 10:00p
Webinar
October 17, 2023
9:00a - 10:00a
Webinar
December 12, 2023
9:00a - 10:00a
Webinar
Past Events
January 18, 2023
1:00p - 2:00p
Zoom
January 10, 2023
9:00a - 10:00a
Webinar
January 9, 2023
10:00a - 11:00a
Zoom
December 5, 2022
10:00a - 11:00a
Zoom
November 29, 2022
1:00p - 2:00p
Zoom
November 8, 2022
12:00p - 12:30p
Zoom
November 8, 2022
10:00a - 11:00a
Webinar
October 17, 2022
10:00a - 11:00a
Zoom
September 21, 2022
6:00p - 7:00p
Zoom
September 13, 2022
10:00a - 11:00a
Webinar
August 17, 2022
6:00p - 7:00p
Zoom
July 19, 2022
10:00a - 11:00a
Webinar
May 26, 2022
10:00a - 11:00a
Webinar
March 29, 2022
10:00a - 11:00a
Webinar
February 17, 2022
10:00a - 11:30a
Webinar
February 3, 2022
10:00a - 11:00a
Webinar
January 20, 2022
10:00a - 11:30a
Webinar
January 19, 2022
1:00p - 2:00p
Zoom Webinar
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.
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
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.
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 1, 2020
4:00p - 5:00p
Zoom Webinar
August 31, 2020
10:00a - 11:00a
Zoom Webinar
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.
June 18, 2020
1:00p - 2:30p
Webinar
June 1, 2020
9:00a - 9:45a
Recording sent via email
May 21, 2020
10:00a - 12:00p
Webinar