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

Davio’s Northern Italian Steakhouse | 6:00 pm
1250 Market St. Lynnfield, MA 01940 United States

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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

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

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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

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

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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 Rte 6A, East Sandwich, MA 02537

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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 Rte 6A, East Sandwich, MA 02537

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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 Steakhouse | 6:00 pm
1250 Market St. Lynnfield, MA 01940 United States

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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 Steakhouse | 6:00 pm
1250 Market St. Lynnfield, MA 01940 United States

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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

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

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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

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

During this Q&A discussion highlights will include:

  1. Generating income you won’t outlive.
  2. The importance of controlling volatility in your investment portfolio.
  3. Strategies to reduce your tax burdens now, and in the future.
  4. Health and long-term care strategies to protect your home and assets.
  5. How to leave a legacy instead of a headache for your loved ones.Don’t see a date or location that works for you? No problem!  Feel free to contact us and schedule a complimentary one-on-one meeting with an SHP Financial Advisor.  We’ll be happy to sit with you, share a cup of coffee and discuss your own personal financial situation.

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

Your Journey Begins Here!