2026 Events
MAVA Connecting for Success Conference 2026
2026 was our 14th year of presenting at the Massachusetts Association of Vocational Administrators (MAVA) 2026 Connecting for Success Conference!
As featured speakers, Peter Sechoka and Robbie Basiri presented the seminar, "Understanding Proper Planning for Your Retirement" to vocational teachers and administrators from all over Massachusetts.
Participants learned about how they can build the retirement of their dreams with a greater understanding of their pension, social security, 403(b) and IRA options.
The presentation also included information about the Social Security Fairness Act and its impact on teachers and administrators.
Diamond Point Wealth Partners was also an exhibitor at the conference tradeshow, where conference attendees had a chance to meet one-on-one with the team and get their financial questions answered.
Centinel Financial Group Mid-Year Symposium 2026
Thank you, Centinel Financial Group, LLC and Mark Sullivan for a great Mid-Year Symposium at Topgolf! We saw some interesting presentations about current trends from leading financial services companies and had the chance to connect with our Centinel Financial Group family for fun and games!
The Diamond Point Wealth Partners Team pictured from left to right:
Max Morgovsky, BFA™
Peter Sechoka, AIF®, BFA™, CPFA™
Bonnie Koch
Robert Basiri, RICP®, CPFA®
Derek Karner
NAIFA's Day on the hill 2026
Diamond Point Wealth Partners was proud to participate in the National Association of Insurance and Financial Advisors' (NAIFA's) Day on the Hill in Washington, D.C. alongside industry professionals advocating for the clients, businesses, and communities we serve every day.
We had the opportunity to meet with representatives and senators, including Jim McGovern, to discuss important legislative and regulatory issues that directly impact our clients, the financial services industry, and the future of independent business structures.
Thank you to NAIFA for organizing such an impactful event and for continuing to champion our profession!
Centinel Financial Group Annual Kickoff Symposium 2026
Our Centinel Financial Group 2026 Annual Kickoff Symposium was a great success!
It’s always wonderful to get together with our Centinel Financial Group, LLC team members & associates from all across the country.
This 2 day meeting was filled with connection, reflection, and learning; as we heard from 6 inspiring speakers ranging from “A.I Beyond Chat GPT Tools” from Brendan Barca to “Drive to the Top of Financial Services: How the Best of the Best Get Better” from Dr. Rick Jensen.