Master the foundations of retirement income, tax-efficient withdrawals, and estate planning through our complimentary academic courses. Designed for individuals approaching or in retirement, these no-obligation seminars provide expert guidance on building reliable income streams, protecting your legacy, and navigating the complexities of retirement with confidence—all at no cost to you.
Comprehensive, complimentary courses teaching the essential strategies for retirement income, estate planning, and legacy preservation.
Learn how to build a reliable retirement income stream across taxable, tax-deferred, and tax-free accounts. Understand withdrawal sequencing, Social Security optimization, and strategies to protect against market volatility and longevity risk throughout your retirement years.
Discover how to structure your estate to minimize taxes, avoid probate, and ensure your assets transfer efficiently to your heirs. Covers beneficiary designations, titling strategies, trust basics, and the 98% of estate planning you can control without an attorney.
Master the art of coordinating withdrawals across multiple account types to minimize lifetime tax liability. Learn Roth conversion strategies, tax-loss harvesting, Qualified Charitable Distributions, and multi-year tax planning techniques that help your retirement savings last longer.
Understand how to preserve family wealth across generations through structured inheritance strategies, trust planning, and values-based education for heirs. Learn to balance protection with empowerment, ensuring your legacy reflects your values and supports those you love.
Explore strategies to protect against sequence-of-returns risk, healthcare inflation, and market downturns during your retirement years. Learn how structured withdrawal buckets and adaptive planning can preserve your independence regardless of market conditions or longevity.
Navigate critical claiming decisions for Social Security benefits and Medicare enrollment. Understand how timing, spousal strategies, and coordination with other income sources can significantly impact your retirement security and tax efficiency over the long term.
Our courses are held at respected academic institutions across Connecticut and Maryland, including Wesleyan University, Fairfield University, and the University of New Haven. These complimentary seminars are educational in nature—attendance creates no advisory relationship or obligation. You'll gain actionable knowledge from advisors with 100+ years of combined experience, learning the same principles that have guided 2,000+ clients into successful retirements. Materials are education-focused, not sales presentations, ensuring you receive genuine academic value designed to empower your own financial decisions.
Learn with us. Join our sessions to better understand retirement, family planning, and your financial future. Sign up for our seminar today and take the first step toward lasting peace of mind.
Experience matters when learning about your financial future.
Learn from advisors with a century of combined expertise who've guided 2,000+ clients through successful retirements across diverse market conditions.
Courses held at respected institutions like Wesleyan, Fairfield, and University of New Haven across Connecticut and Maryland—ensuring a professional learning environment.
Purely educational content with no obligation or advisory relationship created. Attend to learn, not to be sold—materials focus on knowledge, not products.
Zero cost to attend these comprehensive courses. Gain valuable retirement planning knowledge without any financial commitment or hidden fees.
A team committed to empowering your financial future through education.
Sentinel Asset Management was founded on the principle that informed individuals make better financial decisions. With 100+ years of combined advisory experience and five offices across the U.S., our team has supported over 2,000 clients through retirement and legacy planning. We've dedicated 25 years to serving families with special needs, understanding that every family's financial journey is unique. Our educational courses reflect this commitment—sharing proven strategies refined through decades of real-world application, grounded in Nobel Prize-winning modern portfolio theory, and delivered with the clarity and discipline that have defined our practice. We believe education empowers action, and our complimentary courses are designed to give you the knowledge foundation necessary to pursue your retirement goals with confidence.
Absolutely. Quality estate planning seminars provide valuable education on minimizing taxes, avoiding probate, and structuring asset transfers efficiently. Our courses are complimentary, academic in nature, and taught by advisors with 100+ years of combined experience. Attendees learn practical strategies for beneficiary designations, titling, trusts, and the 98% of estate planning that doesn't require an attorney—knowledge that can save thousands in taxes and legal fees while protecting your legacy.
Our team is happy to answer any questions about course content, locations, or logistics before you register.
Conveniently located at respected academic institutions and community centers throughout the region.
9 States
Locations Served
8+ Sites
Course Venues
5 Offices
Office Locations
View our full schedule of upcoming courses across Connecticut and Maryland to find a convenient location and time.
A century of financial expertise guiding clients
Successfully supported through retirement planning
Dedicated experience with special needs families
Register today to reserve your spot at one of our complimentary retirement and estate planning courses. Space is limited to 12 attendees per session.
For immediate assistance, feel free to give us a direct call at +1 203-793-0707.
For immediate assistance, feel free to give us a direct call at +1 203-793-0707.