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:
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Help make informed financial decisions for their overall well-being
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Help understand some of their available financial options in the present and in the future
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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.