5 Steps To A Successful Retirement

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This material is provided courtesy of SHP Financial and contains general information to help you understand basic financial planning strategies. This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide any specific financial, investment, accounting, legal or tax advice/recommendations. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. By registering and attending this presentation, you may be contacted by an SHP Financial representative. See below for additional information and disclosures or contact us today to learn more.


It’s a New Year, and that’s something to celebrate! This year is the year for a renewed focus on planning and preparation in the five key areas of retirement planning: Income Planning, Investing, Taxes, Estate & Legacy Planning, and Healthcare.

These are the building blocks of any solid retirement plan, and this guide will detail each one. Whether 2021 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.