Events & Webinars
Unlock Financial Confidence
At SHP Financial, we help you enjoy a worry-free retirement with comprehensive financial planning tailored to your needs. Serving clients across Massachusetts, our team provides personalized guidance for those nearing or in retirement. From creating your plan to managing it for life, we’re with you every step of the way.
Upcoming Events
TAXES, INTEREST RATES, AND THE ELECTION YEAR AHEAD — WHAT EVERY RETIREE SHOULD KNOW BEFORE MAKING A MOVE.
TAXES, INTEREST RATES, AND THE ELECTION YEAR AHEAD — WHAT EVERY RETIREE SHOULD KNOW BEFORE MAKING A MOVE.
Join us at MOOO…Burlington, MA to learn about:
• The One, Big Beautiful Bill Act: Are there any negative implications to your retirement savings?
Could you be overlooking some of the new benefits it can provide you?
• Market Volatility: Discover factors that could impact the markets and how to help protect your
portfolio from major losses.
• Inflation and Cost-of Living: Can you help protect your retirement assets from inflationary impacts?
• Healthcare Costs: Will there be increases and how much can you really expect to pay?
• Income Streams: Help generate reliable and predictable income to last your lifetime.
• Estate Taxes and Legacy Planning: Securing your legacy for generations.
RSVP: TAXES, INTEREST RATES, AND THE ELECTION YEAR AHEAD — WHAT EVERY RETIREE SHOULD KNOW BEFORE MAKING A MOVE.
TAXES, INTEREST RATES, AND THE ELECTION YEAR AHEAD — WHAT EVERY RETIREE SHOULD KNOW BEFORE MAKING A MOVE.
TAXES, INTEREST RATES, AND THE ELECTION YEAR AHEAD — WHAT EVERY RETIREE SHOULD KNOW BEFORE MAKING A MOVE.
Join us at MOOO…Burlington, MA to learn about:
• The One, Big Beautiful Bill Act: Are there any negative implications to your retirement savings?
Could you be overlooking some of the new benefits it can provide you?
• Market Volatility: Discover factors that could impact the markets and how to help protect your
portfolio from major losses.
• Inflation and Cost-of Living: Can you help protect your retirement assets from inflationary impacts?
• Healthcare Costs: Will there be increases and how much can you really expect to pay?
• Income Streams: Help generate reliable and predictable income to last your lifetime.
• Estate Taxes and Legacy Planning: Securing your legacy for generations.
RSVP: TAXES, INTEREST RATES, AND THE ELECTION YEAR AHEAD — WHAT EVERY RETIREE SHOULD KNOW BEFORE MAKING A MOVE.
Strategies for Today’s Economy: Avoid Costly Financial Planning Mistakes In Estate Planning
STRATEGIES FOR TODAY’S NEW ECONOMY
Learn How to Avoid Costly Financial and Estate Planning Mistakes!
In today’s economy, new thinking is imperative for growing your investment and retirement assets. Join SHP Financial featuring
Attorney Keith McManus of McManus Estate Planning, as they share what you need to know about protecting your assets
and your estate. It’s more important than ever to stay informed of changes that may affect you and your family.
FINANCIAL & INVESTMENT TOPICS:
• Mistakes commonly made within your financial plan that
can hurt your Estate plan
• How to potentially mitigate your tax risk
• Understanding the importance of how your retirement
accounts are managed
• Simple techniques to help protect your assets for you and
the next generation
ESTATE PLANNING & ELDER LAW TOPICS:
• Advantages of Trusts over Wills
• Use of Trusts to Avoid Estate Taxes
• Importance of Having an Estate Plan
• How Estate Planning relates to your overall
financial plan
RSVP: Strategies for Today’s Economy: Avoid Costly Financial Planning Mistakes In Estate Planning
Strategies for Today’s Economy: Avoid Costly Financial Planning Mistakes In Estate Planning
STRATEGIES FOR TODAY’S NEW ECONOMY
Learn How to Avoid Costly Financial and Estate Planning Mistakes!
In today’s economy, new thinking is imperative for growing your investment and retirement assets. Join SHP Financial featuring
Attorney Keith McManus of McManus Estate Planning, as they share what you need to know about protecting your assets
and your estate. It’s more important than ever to stay informed of changes that may affect you and your family.
FINANCIAL & INVESTMENT TOPICS:
• Mistakes commonly made within your financial plan that
can hurt your Estate plan
• How to potentially mitigate your tax risk
• Understanding the importance of how your retirement
accounts are managed
• Simple techniques to help protect your assets for you and
the next generation
ESTATE PLANNING & ELDER LAW TOPICS:
• Advantages of Trusts over Wills
• Use of Trusts to Avoid Estate Taxes
• Importance of Having an Estate Plan
• How Estate Planning relates to your overall
financial plan
RSVP: Strategies for Today’s Economy: Avoid Costly Financial Planning Mistakes In Estate Planning
Catch up on what you’ve missed!
All of our past events are recorded, so you can watch them anytime.
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