Not having a retirement plan in place could be a costly mistake. Request a complimentary, no obligation meeting today to discuss your financial future and how a customized Retirement Road Map plan could help set you on a path to achieving the retirement you always dreamed of.
Phone: (866)746-2401 / ask@shpfinancial.com
Phone: (866)746-2401 / ask@shpfinancial.com / Visit Us!

It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Retirement Planning Workshops

Our Retirement Planning Workshops provide an opportunity for you to receive financial information at no cost. We offer informational seminars and guest speakers as well as handouts, reference materials and product literature. We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

TO REGISTER FOR A WORKSHOP, PLEASE COMPLETE THE FORM TO THE RIGHT. DUE TO LIMITED SPACE, NOT ALL REQUESTS CAN BE ACCEPTED. Upon submission of this form, an SHP FINANCIAL Team Member will contact you to confirm your reservation.  No reservations are to be considered confirmed unless you have spoken to a live person. Thank you.

Upcoming Workshops:

Date:  April 7, 2015
Time: 5:30pm Registration, 6PM Presentation
Location:  Mezza Luna Restaurant, 253 Main St, Buzzards Bay, MA

Date:  April 9, 2015
Time: 5:30pm Registration, 6PM Presentation
Location:  Mezza Luna Restaurant, 253 Main St, Buzzards Bay, MA

Date:  May 12, 2015
Time: 5:30pm Registration, 6PM Presentation
Location:  Stoneforge Tavern, 90 Paramount Dr, Raynham, MA

Date:  May 14, 2015
Time: 5:30pm Registration, 6PM Presentation
Location:  Stoneforge Tavern, 90 Paramount Dr, Raynham, MA

 

Event Registration

To register for one of our upcoming workshops, please take a few moments to answer the questions below. Please keep in mind, our workshops are very popular and there is typically a waiting list to get into them. After your registration request is reviewed, an SHP Financial staff member will contact you to let you know if we are able to reserve your space. Thank you.

*Name:

*Last Name:

*Email:

*Address:

*City, ST Zip:

*Phone Number:

*Which Event Would You Like To Attend:


What types of concerns are you having with regards to retirement (check all that apply)?
Creating a guaranteed income
Avoiding paying too much in fees
Reducing Risk to market volatility
Protecting assets from unnecessary taxation
Optimizing Social Security/Medicare
Losing buying power to inflation
Creating a legacy for loved ones
Other

How many years away from retirement are you?
Do you currently have a financial advisor?
If yes are you happy with him/her? Have you met with him/her in the last 90 days?
Outside of Real Estate please indicate your total household investable liquid assets
How Did you Hear About Us?

Because your future and your retirement depends on independent unbiased financial planning
Matthew Peck and Derek Gregoire of SHP Financial are licensed to offer Investment Advisory Services through Global Financial Private Capital, LLC an SEC Registered Investment Advisor. Keith Ellis of SHP Financial is licensed to offer Investment Advisory Services through Eqis Capital Management, Inc., an SEC Registered Investment Advisor. Offices in Woburn, Westborough and Hyannis are offices of convenience and only used for client meetings.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Guide is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.