WORKSHOPS AND WEBINARS

WHAT TO EXPECT?

Thank you for your interest in SHP Financial. We are slowly starting to host in-person events again and taking all necessary precautions recommended by the CDC. Reservations are required. Seating is limited to 20 per night. We are adhering to all sanitation guidelines and social distancing will be enforced. We will have hand sanitizer available at check-in and color-coded bracelets to let us know if you’d prefer no contact. Please bring a mask.

Please Check Below for Our Upcoming Events & 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.

  • In-Person Events
  • Webinars Events

In-Person Events.

When: Tuesday, October 13th, 6pm

Where: L’Andana
86 Cambridge St, Burlington, MA 01803

TAKE BACK CONTROL OF YOUR RETIREMENT

  • If You’re Retired or Planning to Retire in the Coming Years
  • Managing Your Money and Retirement Investments in these Turbulent Times
  • The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle

As the Coronavirus continues to spread across our country, our daily lives are being affected. These unprecedented times
caused closures, working from home mandates and curfews that are becoming the new (but temporary) normal. We are
all experiencing a heightened level of concern and anxiety, especially around our finances.

  • CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
  • TAX-EFFICIENT STRATEGIES: Help potentially reduce taxes on your retirement accounts.
  • TAX-RATES: Why financial experts say that tax rates could double in the next 10 years.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income for retirement.

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.

When: Thursday, October 15nd, 6pm

Where: L’Andana
86 Cambridge St, Burlington, MA 01803

TAKE BACK CONTROL OF YOUR RETIREMENT

  • If You’re Retired or Planning to Retire in the Coming Years
  • Managing Your Money and Retirement Investments in these Turbulent Times
  • The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle

As the Coronavirus continues to spread across our country, our daily lives are being affected. These unprecedented times
caused closures, working from home mandates and curfews that are becoming the new (but temporary) normal. We are
all experiencing a heightened level of concern and anxiety, especially around our finances.

  • CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
  • TAX-EFFICIENT STRATEGIES: Help potentially reduce taxes on your retirement accounts.
  • TAX-RATES: Why financial experts say that tax rates could double in the next 10 years.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income for retirement.

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.

When: Thursday, October 15nd, 6pm

Where: The Sagamore Inn Restaurant
1131 Sandwich Rd, Sagamore, MA 02561

TAKE BACK CONTROL OF YOUR RETIREMENT

  • If You’re Retired or Planning to Retire in the Coming Years
  • Managing Your Money and Retirement Investments in these Turbulent Times
  • The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle

As the Coronavirus continues to spread across our country, our daily lives are being affected. These unprecedented times
caused closures, working from home mandates and curfews that are becoming the new (but temporary) normal. We are
all experiencing a heightened level of concern and anxiety, especially around our finances.

  • CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
  • TAX-EFFICIENT STRATEGIES: Help potentially reduce taxes on your retirement accounts.
  • TAX-RATES: Why financial experts say that tax rates could double in the next 10 years.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income for retirement.

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.

When: Tuesday, October 20th, 6pm

Where: Alden Park Bar and Grill
160 Colony Pl, Plymouth, MA 02360

TAKE BACK CONTROL OF YOUR RETIREMENT

  • If You’re Retired or Planning to Retire in the Coming Years
  • Managing Your Money and Retirement Investments in these Turbulent Times
  • The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle

As the Coronavirus continues to spread across our country, our daily lives are being affected. These unprecedented times
caused closures, working from home mandates and curfews that are becoming the new (but temporary) normal. We are
all experiencing a heightened level of concern and anxiety, especially around our finances.

  • CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
  • TAX-EFFICIENT STRATEGIES: Help potentially reduce taxes on your retirement accounts.
  • TAX-RATES: Why financial experts say that tax rates could double in the next 10 years.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income for retirement.

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.

When: Thursday, October 22nd, 6pm

Where: Alden Park Bar and Grill
160 Colony Pl, Plymouth, MA 02360

TAKE BACK CONTROL OF YOUR RETIREMENT

  • If You’re Retired or Planning to Retire in the Coming Years
  • Managing Your Money and Retirement Investments in these Turbulent Times
  • The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle

As the Coronavirus continues to spread across our country, our daily lives are being affected. These unprecedented times
caused closures, working from home mandates and curfews that are becoming the new (but temporary) normal. We are
all experiencing a heightened level of concern and anxiety, especially around our finances.

  • CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
  • TAX-EFFICIENT STRATEGIES: Help potentially reduce taxes on your retirement accounts.
  • TAX-RATES: Why financial experts say that tax rates could double in the next 10 years.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income for retirement.

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.

Webinar Events.

WEBINAR: The 2020 Election & Your Retirement 

When: October 20th at 11am, October 21st at 6pm, October 27th at 11am and October 28th at 6pm

The outcome of this election could affect your finances for years to come. Learn how Social Security, taxes, and the market could change soon in our complimentary online webinar event. We’ll discuss: 

    • The changes you could see to the Social Security program  
    • What you can do now to protect yourself against the tax increases of the future – and why they’re coming 
    • How this election could affect market performance based on the past 
    • How the economy and market could be indicating a winner 

Register today for our limited time webinar, The 2020 Election and Your Retirement, to make sure that no matter who wins this November, you and your money wins for the rest of your life. Fill out the form to the right to get started!  

CONTACT: ask@shpne.com

WEBINAR: Maximizing Social Security for Today’s World 

When: Tuesday 10/6 at 11:00am and Wednesday 10/7 at 6:00PM

Maximizing your benefits has never been more important, learn strategies most people don’t even know exist! Our complimentary online webinar event will help teach you:

  • How to make the changes made to Social Security in 2020 work for you
  • How to MAXIMIZE your Social Security income
  • Strategies for when to file – Hint, it’s not always about waiting!
  • How to claim your benefits and tips on avoiding costly mistakes
  • Ways to potentially minimize your taxes on Social Security income

Register today for our very special webinar, Maximizing Social Security for Today’s World, and make sure you’re maximizing every opportunity to help increase your Social Security payments throughout retirement. Fill out the form to the right to get started!

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!

CLICK HERE TO REGISTER!

CONTACT: ask@shpne.com

WEBINAR: Women’s Retirement Roadmap

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.

CLICK HERE TO REGISTER!

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 Roadmap® 5 Step Process designed to help you prepare for retirement in any climate.

CLICK HERE TO REGISTER!

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.

CLICK HERE TO REGISTER!

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…

CLICK HERE TO REGISTER!

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?

CLICK HERE TO REGISTER!

  • 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!

CLICK FOR INSTANT ACCESS!

  • 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

Fill out below to RSVP!

READ OUR BOOKS AND GUIDES

MEET OUR ALLSTARS

SHP FINANCIAL IN THE MEDIA

THE SHP FINANCIAL RETIREMENT ROADMAP® PROCESS

Your Journey Begins Here!