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

Bar Rustic | 6:00 pm
101 Kingston Collection Way, Kingston, MA 02364

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

Bar Rustic | 6:00 pm
101 Kingston Collection Way, Kingston, MA 02364

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

Ocean Edge Resort – Roland Nickerson Room | 6:00 pm
2907 Main Street, Brewster, MA 02631

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 Power of Zero”

Marriott Boston Quincy | 6:00 pm
1000 Marriott Dr, Quincy, MA 02169

Please join SHP Financial at a complimentary Educational Workshop featuring guest speaker, David McKnight. David McKnight is president of David McKnight & Company and is the author of best selling book The Power of Zero. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket and has mentored hundreds of financial advisors from across the country who specialize in the Power of Zero retirement approach.

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 $500,000 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

Legal Sea Foods | 6:00 pm
30 Forbes Rd, Braintree, MA 02184

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

Legal Sea Foods | 6:00 pm
30 Forbes Rd, Braintree, MA 02184

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

Book Your Seat

READ OUR BOOKS AND USEFUL GUIDES

MEET OUR ALLSTARS

SHP FINANCIAL IN THE MEDIA

THE SHP FINANCIAL RETIREMENT ROADMAP® PROCESS

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