Educational Workshops
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
Here are some of the financial workshops we have held:
- Traditional vs. Roth Accounts
- Managing Retirement Income & Social Security Benefits
- Healthcare & Medicare in Retirement
- History Lessons
- Can I Have The Dream Retirement I Want?
- Building Net Worth for Younger Investors
- Driver's Education For 401(k) Investing
- Common Financial Mistakes
- Family Financial Management
- The New Retiree Action Plan
- Financial Resolutions For 20xx
- Maximizing Current Income
- Lessons Learned
- Mutual Fund Investing
- Are You Well Planned?
- Common IRA Mistakes
- Ins And Outs Of Annuities
- My Brain Made Me Do It
- Are You Financially Prepared To Retire?
- Are You Well Planned?
- Can I Retire On Time?
- 10 Proven Strategies to Help Secure Your Financial Future
- Social Security
- Estate Planning Strategies
- Special Needs Planning
- Life Insurance
For more information or to obtain a complete listing of our workshops, please contact our office at 781-446-5012.