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 Alden Park Plymouth, 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.
Catch up on what you’ve missed!
All of our past events are recorded, so you can watch them anytime.
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