Welcome To Your Retirement Roadmap® Educational Courses

Start your journey choose your course below!

TAXES

COURSE ONE

TAXES

Watch SHP Financial co-founders Keith Ellis and Derek Gregoire explain how our tax system works and bring to light some of the new opportunities that live within. They’re designed to give you a better understanding of tax laws and educate you on how to keep more of your money during retirement.

INCOME

COURSE TWO

INCOME

No one wants to live in fear of outliving their retirement savings and that’s why this lesson on Income is designed to give you tips to better organize your retirement income. Listen to SHP Financial co-founder Derek Gregoire walk you through the ins and outs of managing your income in retirement so you’re best prepared to live the lifestyle you want...for life.

LONG-TERM CARE

COURSE THREE

LONG-TERM CARE

Let SHP Financial co-founder Keith Ellis inform you on the 5 different ways you can protect yourself, and your health during retirement. He’ll walk you through the pros and cons of each path so when the time comes, you have the information to help choose the plan that is the best for you.

VOLATILITY & INVESTMENTS

COURSE FOUR

VOLATILITY AND INVESTMENTS

Derek Gregoire, SHP co-founder, explains the effects volatility can have on your investments and how the portfolio you choose can impact your savings down the road. He’ll provide you with easy to follow examples that demonstrate the long-term outcomes of financial decisions that you make today.

THE SHP FINANCIAL RETIREMENT ROADMAP® PROCESS

Your Journey Begins Here!