Educational Workshops

Financial education, either individually or in the workplace, is quickly becoming a desired benefit. 
We offer customized financial workshops that empower you or your employees with the ability to:
 
  • Make wise, educated financial decisions for yourself and your family
  • Understand all of your available financial options in the present and in the future
  • Improve participation in existing group benefit offerings

Centinel Financial Group, LLC offers a wide variety of educational financial workshops that are
specifically designed for the distinct needs of individuals, employees, executives and their families. 
The mission of this series is to empower you with financial education so that you are able to make
informed decisions for your financial future.

Our financial workshops include*:
 
  • 10 Proven Strategies to Help Secure Your Financial Future
  • Estate Planning Basics
  • Can I Retire on Time?
  • Tax-Efficient Retirement Planning
  • Solving Retirement
  • Building Net Worth
  • Driver's Education for 401(k)/403(b) Investing
  • Understanding Your Pension Income Options
  • College Funding
  • How to Be a Successful Investor
  • Understanding the Roth (Roth IRAs, Roth 401(k)s and Roth Conversions)
  • Long Term Care
  • Staying Optimistic in a Volatile Market
  • Living Better/Living Longer: How Women Can Help Secure their Financial Futures
  • Common IRA Mistakes Workshop
  • Understanding Life Insurance
  • Keeping Your Retirement on Track When Changing Jobs
  • Small Business Opportunities
  • Financial Planning for Parents of Special Needs Children
  • Lessons for Life (Teaching Your Children About Money)
  • And more...
     
If you are interesting in attending one of our workshops or scheduling an educational workshop for your employees over lunch or breakfast, please feel welcome to contact us at 781.446.5031.
 
 
*Subject to change
 
*su*