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:

February 26
SHP Financial Dinner Workshop – Alden Park
6:00 pm | Alden Park - 160 Colony Place
Plymouth, MA 02360 United States
February 28
SHP Financial Dinner Workshop – Alden Park
6:00 pm | Alden Park - 160 Colony Place
Plymouth, MA 02360 United States
March 12
SHP Financial Dinner Workshop – Amari
6:00 pm | Amari Restaurant - 674 MA-6A
East Sandwich, MA 02537 United States
March 14
SHP Financial Dinner Workshop – Amari
6:00 pm | Amari Restaurant - 674 MA-6A
East Sandwich, MA 02537 United States
April 2
SHP Dinner Workshop – Davio’s
6:00 pm | Davio’s Northern Italian Steakhouse - 250 Granite St.
Braintree, MA 02184 United States
April 4
SHP Dinner Workshop – Davio’s
6:00 pm | Davio’s Northern Italian Steakhouse - 250 Granite St.
Braintree, MA 02184 United States
April 11
SHP Dinner Workshop – Davio’s
6:00 pm | Davio’s Northern Italian Steakhouse - 250 Granite St.
Braintree, MA 02184 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