Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Join our Complimentary Webinars

Our webinars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our webinars to learn how addressing these concerns can help you feel more confident about the days ahead.


Upcoming Webinar:

The New SECURE Act

As of January 1, 2020 the new SECURE Act took effect. Join this webinar to learn how it can affect your future RMDs (Required Minimum Distributions) and most importantly the changes that will take place when your family members inherit your qualified money.

Upcoming Webinar:

COVID-19 and the CARES Act

Description - COVID-19 has affected all of us in one way or another. The financial impact of the nation's businesses going on shutdown will have long lasting effects on the economy. The new CARES Act established by congress offers several exemptions to current laws when it comes to accessing your retirement funds. Sign up for this webinar to see how this important information could impact you or someone you love.

Upcoming Webinar:

Kobrin Financial Family Night

This event is designed for people ages 20-50 to get information on planning for their retirement. We will help guide you to make smart financial decisions and secure your future. We will discuss the importance of funding retirement plans at a young age, when you need to start a trust or will, what to do if you are a trustee when someone passes away, life insurance options and how to avoid costly tax mistakes. We encourage you to invite your children, family and friends to this financial workshop.

Upcoming Webinar:

Social Security

Kobrin Financial has been assisting clients with making the most important decisions of their retirement. Join Don and Sharon on this webinar to discuss the important questions you should be asking yourself before you begin your social security benefits.

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (707) 566-6775.