Educational Workshops

Centinel Financial Group, LLC offers a wide variety of educational financial workshops that are specifically designed for the distinct needs of your organization's associates. The mission of this series is to empower your associates with financial education so that they are able to make informed decisions for their financial future and their overall well-being.

Offering customized financial workshops empowers employees and members with the ability to:

  • Help make informed financial decisions for their overall well-being

  • Help understand some of their available financial options in the present and in the future

  • Help improve participation in existing group benefit offerings

Our most recent financial workshops have included:

Traditional vs. Roth Accounts  

October 2015 


Managing Retirement Income & Social Security Benefits  

June 2014  


Healthcare & Medicare in Retirement 

April 2014 


History Lessons  

October 2013 


Can I Have The Dream Retirement I Want? 

September 2013 


Building Net Worth for Younger Investors 

June 2013 


Driver's Education For 401(k) Investing 

May 2013 


Common Financial Mistakes 

April 2013 


Family Financial Management 

March 2013 


The New Retiree Action Plan 

February 2013 


Financial Resolutions For 2013 

January 2013 


Maximizing Current Income 

November 2012 


Lessons Learned  

October 2012 


Mutual Fund Investing 

September 2012 


Are You Well Planned? 

September 2012 


Common IRA Mistakes 

May 2012 


Ins And Outs Of Annuities 

May 2012 


My Brain Made Me Do It 

May 2012 


Are You Financially Prepared To Retire? 

April 2012 


Are You Well Planned? 

March 2012 


Can I Retire On Time? 

March 2012 


10 Proven Strategies to Help Secure Your Financial Future

March 2012 


Social Security 

January 2012 


Estate Planning Strategies 

October 2011 


Special Needs Planning 

October 2010 


Life Insurance 

September 2010


For more information or to obtain a complete listing of our workshops, please contact our office at 781.446.5012 and we would be happy to provide you with our workshop catalog.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck