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Event Details

    Retirement Income Planning: Stein Financial Group

    Date: August 10, 2022, 8:00am – 9:30am
    North Star SHRM Board
    This session will be virtual due to construction concerns in the Anoka/Ramsey area.
    No cost to attend as a North Star SHRM member
    Event Type:
    Chapter Meeting
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    The biggest and scariest part about retirement is that you no longer get a paycheck, and that is why Retirement Income Planning is one of the essential parts of preparing for retirement.  In this educational seminar, we will be exploring the decisions and factors that impact what sources of income you should tap into and when during your potential 30+ years of retirement living.  Our goal will be to provide you with the right questions to ask to help you find the right plan for your income needs during retirement.

    When you are finished with this educational seminar, you will be able to identify your:

    • Sources of Retirement Income
    • Cost of Living considerations
    • Cash Flow Needs

    This seminar will be presented by Anthony Gerbi, Financial Advisor with Stein Financial Group.

    Anthony Gerbi has been a financial Advisor with Stein Financial Group since 2014.  In his time with Stein, he has focused on our investment strategy as a group, as well as client communications.  This has led him to present at many client events, where he has become extremely comfortable taking complex financial topics and communicating them in simple, easy-to-understand ways.  In addition to servicing clients’ needs.  He has also enjoyed his time as a member of SOFA, where he has been able to apply the skill of communicating important financial topics to an even wider audience.

    Prior to becoming an advisor, he was at the University of Minnesota completing his Bachelor of Science degree in Economics, with a minor in Statistics.  It was a great education to be able to have the analytical skills of an Econ major combined with a natural desire to work with and help people.  Currently, he holds Series 7 and Series 66 certification as well as Minnesota Life and Health Insurance licenses.

    He lives with his wife Emily in Hastings, Minnesota, and as a Minnesota native, he loves living here, even with the weather.

    Contact information:

    Anthony Gerbi

    Stein Financial Group

    1600 Utica Avenue South

    9th Floor

    St. Louis Park, MN 55416