SHP FINANCIAL WORKSHOPS

WHAT TO EXPECT?

Hosted by SHP Financial, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or fill out the below to get started in reserving your seat for one of our upcoming events.

  • Other Events
  • Dinner Workshops

Join us for a complimentary evening of dinner and discussion

Alden Park Bar & Grill | 6:00 pm
160 Colony Place, Plymouth, MA 02360

Join us for our High Net Worth Tax Summit – Featuring Guest Speaker, Martin Ruby of Stonewood Financial. Dinner will be provided. Some highlights of the evening:

• Learn how to protect your assets from getting eaten up by long term care and healthcare costs
• How the right tax choices today can potentially save you money in retirement
• Ways to lessen your future tax burden of RMD’s (70½) now!
• How you can benefit from recent tax legislation to reduce your taxes
• Learn to take advantage now of a 3-7 year tax window
• How to transfer assets and create a legacy tax efficiently

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $1 Million+ in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Maggiano’s Little Italy | 6:00 pm
4 Columbus Avenue Boston, MA 02116

Join us for our High Net Worth Tax Summit – Featuring Guest Speaker, Martin Ruby of Stonewood Financial. Dinner will be provided. Some highlights of the evening:

• Learn how to protect your assets from getting eaten up by long term care and healthcare costs
• How the right tax choices today can potentially save you money in retirement
• Ways to lessen your future tax burden of RMD’s (70½) now!
• How you can benefit from recent tax legislation to reduce your taxes
• Learn to take advantage now of a 3-7 year tax window
• How to transfer assets and create a legacy tax efficiently

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $1 Million+ in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Davio’s Northern Italian Steak House | 6:00 pm
1250 Market St, Lynnfield, MA 01940

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Davio’s Northern Italian Steak House | 6:00 pm
1250 Market St, Lynnfield, MA 01940

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Strega Prime | 6:00 pm
100 Sylvan Rd, Woburn, MA 01801

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Mirbeau | 6:00 pm
35 Landmark Dr, Plymouth, MA 02360

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Mirbeau | 6:00 pm
35 Landmark Dr, Plymouth, MA 02360

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Amari Restaurant | 6:00 pm
674 MA-6A, East Sandwich, MA 02537

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

Join us for a complimentary evening of dinner and discussion

Amari Restaurant | 6:00 pm
674 MA-6A, East Sandwich, MA 02537

During this Q&A discussion highlights will include the Five Critical Steps to a More Confident Retirement:

• Income Planning
• Investment Planning
• Tax Planning
• Health Care Planning
• Legacy Planning

NOTE: You’re reservation is NOT confirmed until speaking with an SHP team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are best suited for individuals with a minimum of $250,000 in investable retirement savings.
  • These events are designed solely for individuals looking to obtain financial information and or advice. 
  • If you have attended in the last 24 months, we ask that you request to be put on the wait list. Our policy is to give preferential seating to first time attendees. 
  • If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.

CONTACT: ask@shpne.com

The New Rules of Retirement Today – Complimentary 2-Day Community Event

Bently University
LaCava Building – Classroom 305AB
175 Forest Street,
Waltham, MA 02452

LEARN HOW TO:

  • Address common retirement planning mistakes
  • Plan your retirement income to fit your lifestyle
  • Understand how recent changes to Social Security benefits may impact your retirement
  • Take control of your 401(k) and retirement accounts
  • Evaluate strategies to help protect against the high cost of health care
  • Calculate how much risk you’re taking with your hard earned dollars
  • Plan your estate properly

NOTE: Qualified Prospects, Ages 55-75. Event not confirmed until speaking with and SHP Staff member, course designed for people with at least $250,000 of retirement savings

YOU WILL DISCOVER HOW TO:

  • Determine if you have enough money for retirement
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”

CONTACT: ask@shpne.com

Book Your Seat

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