FINANCIAL EDUCATION
WORKSHOPS AND WEBINARS
WHAT TO EXPECT?
- In-Person Events
- Webinars Events
- On-Demand Webinars
In-Person Events.
Location: Ruth’s Chris
500 Totten Pond Rd, Waltham, MA 02451
This event is full. Registration is closed.
Event discussion highlights include:
- TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
- INFLATION: Will your investment yields be able to keep up with rising inflation?
- SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
- THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
- THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
- RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.
*Please note that your registration is not confirmed until you speak with a SHP Financial team member.
*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.
Location: Mirbeau Inn & Spa
35 Landmark Dr, Plymouth, MA 02360
Whether you’re a single woman, or if you are responsible for your family’s retirement investing, this event is designed specifically to meet your needs.
How to lower and potentially even eliminate taxes in retirement. Get the answers to help manage your tax liabilities and keep more of your own money!
Event discussion highlights include:
- TAXES IN RETIREMENT: The tax implications for women in a post-COVID world and why you should act NOW!
- INVESTING IN 2023: Learn how current events may affect your portfolio in retirement.
- RETIREMENT INCOME: How to create a sustainable retirement income plan, including replacing a spouse’s lost income.
- MITIGATING RISK: Will your retirement income come up short if the markets drop sometime during your retirement?
- IRAs: Is your 401(k)/IRA an IOU to the IRS? What can you do to take back control of YOUR money?
Location: West End
20 Scudder Ave, Hyannis, MA 02601
Event discussion highlights include:
- TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
- INFLATION: Will your investment yields be able to keep up with rising inflation?
- SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
- THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
- THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
- RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.
*Please note that your registration is not confirmed until you speak with a SHP Financial team member.
*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.
Location: Mirbeau Inn & Spa
35 Landmark Dr, Plymouth, MA 02360
Event discussion highlights include:
- TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
- INFLATION: Will your investment yields be able to keep up with rising inflation?
- SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
- THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
- THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
- RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.
*Please note that your registration is not confirmed until you speak with a SHP Financial team member.
*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.
Location: Fogo De Chao
75 Middlesex Turnpike Space 1630, Burlington, MA 01803
Event discussion highlights include:
- TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
- INFLATION: Will your investment yields be able to keep up with rising inflation?
- SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
- THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
- THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
- RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.
*Please note that your registration is not confirmed until you speak with a SHP Financial team member.
*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.
REGISTER FOR OUR UPCOMING WEBINAR
On-Demand Webinars
The Essentials You Need to Know About The SECURE Act Webinar Event
When: INSTANT ACCESS after registration
At the end of 2019, Donald Trump signed a 2020 spending bill called the ‘SECURE Act’ that will undoubtedly change the way many American’s prepare for retirement. The new laws affect multiple areas of retirement planning such as RMDs, IRAs, and 401(k)s. This was the biggest piece of retirement legislation to be passed in years, make sure your retirement plan is prepared for these changes by attending watching our webinar video!
CONTACT: ask@shpne.com
WEBINAR: POTENTIAL TAX TRAPS
When: INSTANT ACCESS after registration
Taxes could change the course of your retirement! Don’t let them wreak havoc on your income plan because taxes may be the biggest retirement risk you’re likely not considering.
Our world has changed, and with it, the way we think about and plan for our retirement must change as well. Watch Patrick Randall discuss the potential tax traps and more in our newest webinar!
CONTACT: ask@shpne.com
WEBINAR: Women’s Retirement Road Map
When: INSTANT ACCESS after registration
Watch Mark Kenney discuss the unique challenges that women may face in retirement and how to help mitigate those challenges. He will explain the importance of having a personalized retirement tailored to fit the needs of women.
CONTACT: ask@shpne.com
WEBINAR: Learn How To Help Protect Your Life In Retirement From The Effects of COVID-19
When: INSTANT ACCESS after registration
Reserve your spot now for one of Derek Gregoire’s featured, upcoming retirement planning virtual workshops! He’ll discuss all things COVID-19, its impacts on the markets and economy, how the retirement landscape has changed, as well as SHP’s Retirement Road Map® 5 Step Process designed to help you prepare for retirement in any climate.
CONTACT: ask@shpne.com
WEBINAR: Medicare: Making The Right Choice For You
When: INSTANT ACCESS after registration
In under 30 minutes learn the basics of Medicare from SHP’s Investment Advisor Joe Anderson. In this webinar, he will cover Medicare basics, Medicare supplements, Medicare advantage plans, prescription drug coverage, important dates and much more.
CONTACT: ask@shpne.com
Keep Calm and Retire On Webinar Event
When: INSTANT ACCESS after registration
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 2022 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.
5 Steps to Successful Retirement Planning Webinar Event
When: INSTANT ACCESS after registration
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 2022 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.
The Perfect Storm That Could Threaten Your Retirement Savings
When: INSTANT ACCESS after registration
Fill out below to RSVP!