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

November 8, 2022

10:00a - 11:00a

Webinar

Past Events

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

Event Registration