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Retirement Planning Workshops

Our retirement planning workshops and speaking engagements provide an opportunity for you to receive additional 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.


PLEASE NOTE: 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:  Tuesday, March 3, 2015
Time: 5:30pm Registration, 6PM Presentation
Location:  Strega Prime Italian Steakhouse, 100 Sylvan Road, Woburn, MA


Online Registration:

To register for one of our upcoming workshops, please take a few moments to answer the questions below. This information will help us to determine which workshop would be a good fit for your particular situation. 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.
Please enter your E-mail Address a second time.