WORKSHOPS AND WEBINARS
WHAT TO EXPECT?
Thank you for your interest in SHP Financial. We are suspending our Live Events to best comply with MA Social Distancing recommendations and for the safety of our clients and staff members.
Please Check Below for Our Upcoming & On-Demand Webinar Events.
Hosted by SHP Financial, the series of events through our seminars and webinars 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 or online webinars. Call today or fill out the below to get started.
- Other Events
- Webinars
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
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 Roadmap® 5 Step Process designed to help you prepare for retirement in any climate.
CONTACT: ask@shpne.com
Keep Calm and Retire On Webinar Event
When: INSTANT ACCESS after registration
If your confidence in your retirement plan is being tested, you’re not alone…
The comfort of stoic leadership in your investment and income strategy has never been more important. So, what can you do? Join our important webinar, Keep Calm and Retire On.
Learn how the recent events across the globe have dramatically impacted the economy, markets, and our retirement landscape. We’ve seen and lived through wars, recessions, depressions, terrorist attacks, market ups and downs, and now the rapidly moving COVID-19 (aka The Coronavirus) is upon us.
If you find yourself pondering these below questions, then this webinar is for you…
- When was the last time your portfolio was re-balanced?
- Are you exposed to market volatility by taking on too much risk?
- Is your retirement income stream protected?
- Can you afford to suffer large losses?
- 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 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 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!
- 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 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