Sentry Financial Planning

Phone: (978) 475-2533

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"Focus on Your Finances" Seminar Series

We believe that financial education helps people understand why they should and how they can make better financial decisions.

Seminar Topics

Registration is required for these seminars. Please call (978) 475-2533 for more information.

All proceeds from these seminars go directly to Fisher House Boston. This house provides free-living accommodations to family members of wounded soldiers returning from Iraq and Afghanistan who are undergoing treatment at the VA Hospital in Boston, allowing them to be close to their loved ones during treatment and recovery.


Building Up or Spending Down a Retirement Portfolio:
An Interactive Forum

Saving for retirement or already there? Learn how to get answers to the following questions:

  • Am I on track for a secure retirement?
  • How much do I need to save to retire comfortably?
  • How much can I safely withdraw from my investments during retirement?
  • What changes should I make to my investment plan to reduce the risk of running out of money?

Organize, Simplify and Take Control of Your Finances

In the current economic environment, many people feel that there is little they can do to help themselves financially. While we cannot control the economy or the financial markets, there are things we can control. This educational seminar is designed to help you manage the most important aspects of your financial life and enable you to make better financial decisions. You will discover some of the most important things you can do right now to help you organize, simplify and take control of your financial future. Why Should You Attend? You will learn about the immediate benefits of:

  • Setting reasonable financial goals and making realistic assumptions
  • Organizing your finances through asset, cash and debt management
  • Safeguarding your finances from catastrophic loss with proper insurance
  • Protecting your family with a basic estate plan
  • Preserving your finances with common sense tax management
  • Growing your nest egg with a sensible investment plan

Planning for College? What’s Your Plan?

Helping your children pay for college is one of the biggest and most important challenges that you will face; however, many parents fail to develop an effective plan, leading to burdensome debt affecting both parents and students for years to come. This seminar will address some of the most important elements of sound college financial planning:

  • Estimating the true cost of college
  • Understanding financial aid
  • Identifying the college savings options
  • Clarifying the role of 529 Qualified Tuition Plans
  • Determining how much to save each year
  • Applying sensible principles to college fund investing
  • Balancing college savings with retirement planning
  • Question and answer session

Ingredients for a Secure and Healthy Retirement

Planning for retirement is likely the most pressing financial issue facing most Americans today; however, few have actually taken the steps necessary to prepare for this important phase of their lives. This seminar will address some of the most important elements of a sound retirement plan including:

  • How much will I need to retire?
  • How large will my investment portfolio have to be to support my needs without running out of money?
  • How much do I need to save each year so I have enough money to retire?
  • What is the most effective way to allocate my savings using my employer retirement plan, IRAs and taxable investments?
  • How do I build, manage, and take withdrawals from my retirement portfolio?
  • Question and answer session

Planning for retirement requires more than just getting your finances in order. Your lifestyle also plays an important role and can affect your quality of life in retirement. Eating sensibly is one of the most important ways you can improve your health now and help protect your financial well being when you retire. This demonstration includes:

  • Step-by-step preparation of a complete one-pan meal
  • Generous samples of the prepared food
  • Recipes for all attendees
  • Time following the demonstration for questions

Blueprint for a Successful Retirement
Planning to Retire On Your Own Terms

Planning for retirement is likely the most pressing financial issue facing most Americans today; however, few have actually taken the steps necessary to reach this goal. This seminar will address some of the most important elements of a sound retirement plan including the following topics:

  • How much will I need to retire?
  • How large will my investment portfolio have to be to support my needs without running out of money?
  • How much do I need to save each year so I have enough money to retire?
  • What is the most effective way to allocate my savings using my employer retirement plan, IRAs and taxable Investments?
  • How do I build and manage my retirement portfolio?
  • What strategy will allow me to get the most out of my money will still complying with IRS rules for required minimum withdrawals?
  • Should I consider using annuities? If so, what kinds should I use and which ones should I avoid?

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Copyright © 2014 Sentry Financial Planning, LLC All Rights Reserved
2 Elm Square, Suite 320, Andover, MA 01810
NEW LOCATION! 49 Lowell Street First Floor Peabody, MA 01960
Phone: (978) 475-2533

A full service financial planning firm serving clients North of Boston, on the Northshore, in the Merrimack Valley, and Essex County.
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