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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
- Solving Retirement
- Retirement Planning: Picking Up Where You Left Off
- Driver's Education for 401(k)/403(b) Investing
- Understanding Your Pension Income Options
- College Funding
- How to Be a Successful Investor
- Understanding the RothÂ
- Long Term Care
- Staying Optimistic in a Volatile Market
- Living Better/Living Longer: A Financial Seminar for Women
- Common IRA Mistakes Workshop
- Understanding Life Insurance
- Keeping Your Retirement on Track When Changing Jobs
- Small Business Opportunities
- Tax Efficient Retirement Plans for Business Owners and Executives
- Financial Planning for Parents of Special Needs Children
- Lessons for Life (Teaching Your Children About Money)
- Passport to International Investing
- 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.
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