Learn more about our unique 5-StepSHP Retirement Road Map® Process


Get the information that can help you live a confident retirement.

Attend an Educational Workshop

Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

EDUCATIONAL WORKSHOPS:

January 22, 2019
SHP Financial Dinner Workshop
6:00 pm | Strega Prime - 100 Sylvan Rd
Woburn, MA 01801 United States
January 24, 2019
SHP Financial Dinner Workshop
6:00 pm | Strega Prime - 100 Sylvan Rd
Woburn, MA 01801 United States
February 5, 2019
Wine & Cheese : State of the Market
6:00 pm | Cummings Executive Suites - 300 TradeCenter Suite 5550
Woburn, MA 01801 United States
February 7, 2019
Wine & Cheese : State of the Market
5:00 pm | SHP Financial Education Center - 225 Water St. Suite C208
Plymouth, Massachusetts 02360
February 26, 2019
SHP Financial Dinner Workshop
6:00 pm | Alden Park - 160 Colony Place
Plymouth, MA 02360 United States
February 28, 2019
SHP Financial Dinner Workshop
6:00 pm | Alden Park - 160 Colony Place
Plymouth, MA 02360 United States
March 12, 2019
SHP Financial Dinner Workshop
6:00 pm | Amari Restaurant - 674 MA-6A
East Sandwich, MA 02537 United States
March 14, 2019
SHP Financial Dinner Workshop
6:00 pm | Amari Restaurant - 674 MA-6A
East Sandwich, MA 02537 United States

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (866) 746-2401