5 Ways to Spring Clean Your Finances

Spring is in the air, which means it’s the perfect time to declutter your finances and reevaluate your goals. Join us at this live, interactive webinar to learn financial planning habits that are sure to help you stay on track—rain or shine:

  1. Controlled spending
  2. Update your budget
  3. Hold yourself accountable
  4. Set realistic goals
  5. Get (and stay) organized

Gain insight into Sentinel’s new technology platform, TotalWealth, and how we can help you keep your finances simple and tidy.

Following the webinar, you will have the opportunity to schedule an appointment with one of our investment consultants to create a financial consultation.

Webinar Recording
Webinar Slides

Webinar Presenters

Ross James, CFP®, AIF®, QPFC

Vice President, Personal Investment Services

View Ross' Bio

Ara Diloyan, AIF®

Investment Consultant, Personal Investment Services

View Ara's Bio