FINANCIAL EDUCATION
WORKSHOPS AND WEBINARS

WHAT TO EXPECT?

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In-Person Events
Webinars Events
On-Demand Webinars
  • In-Person Events
  • Webinars Events
  • On-Demand Webinars

In-Person Events.

When: Thursday, May 26th, at 6:00pm

Where: Mirbeau Inn & Spa
35 Landmark Dr, Plymouth, MA 02360

The Key To Women Retiring in Today’s Economy

Understand tax risk: Taxes could be your biggest expense in retirement – Get the answers to help manage your tax liabilities with a current administration. In our dinner seminar geared towards you, you’ll learn what the future could hold for your tax burden and what you can proactively do to avoid a higher tax bill. If you’re retired or planning to retire in the coming years please RSVP.

CLICK HERE TO REGISTER

When: Thursday, June 16th, at 6:00pm

Where: Fogo De Chao
75 Middlesex Turnpike, Burlington, MA 01803

There are many challenges you’ll face in retirement, and with rising costs, your savings may be at risk. When it comes to protecting your retirement savings from major market corrections and increased inflation, knowing the right moves can be tricky. That is why we created an event to address some of the most pressing topics of the moment. You don’t want to potentially lose up to 50% of what you’ve worked so hard for!

  • Inflation – Diluting your buying power and longevity of your money
  • Market Volatility – Understanding what’s happening and what you can do
  • Risk Tolerance – Quantify your risk and avoid emotionally based decisions
  • Rising Costs – How to secure your retirement while everyday costs are rising

You and a guest are cordially invited to our exclusive event for retirees and those retiring soon. This timely event is designed to entertain and empower you to take control of your financial future. Learn how SHP Financial can help you address the biggest risks in your retirement.

Please note that your reservation is not confirmed until you speak with an SHP team member.

These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

These events are designed for individuals with a minimum of $500,000 in investable retirement savings.

When: Wednesday, June 22nd, at 6:00pm

Where: The West End
20 Scudder Ave, Hyannis, MA 02601

There are many challenges you’ll face in retirement, and with rising costs, your savings may be at risk. When it comes to protecting your retirement savings from major market corrections and increased inflation, knowing the right moves can be tricky. That is why we created an event to address some of the most pressing topics of the moment. You don’t want to potentially lose up to 50% of what you’ve worked so hard for!

  • Inflation – Diluting your buying power and longevity of your money
  • Market Volatility – Understanding what’s happening and what you can do
  • Risk Tolerance – Quantify your risk and avoid emotionally based decisions
  • Rising Costs – How to secure your retirement while everyday costs are rising

You and a guest are cordially invited to our exclusive event for retirees and those retiring soon. This timely event is designed to entertain and empower you to take control of your financial future. Learn how SHP Financial can help you address the biggest risks in your retirement.

Please note that your reservation is not confirmed until you speak with an SHP team member.

These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

These events are designed for individuals with a minimum of $500,000 in investable retirement savings.

On-Demand Webinars

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 HERE TO ACCESS!

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 ACCESS!

CONTACT: ask@shpne.com

WEBINAR: Women’s Retirement Road Map

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 ACCESS!

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

CLICK HERE TO ACCESS!

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 ACCESS!

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 ACCESS!

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.
  • To attend these events minimums apply.
  • 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

5 Steps to Successful Retirement Planning Webinar Event

When: INSTANT ACCESS after registration

If your confidence in your retirement plan is being tested, you’re not alone…

CLICK HERE TO ACCESS!

It’s a New Year, and that’s something to celebrate! This year is the year for a renewed focus on planning and preparation in the five key areas of retirement planning: Income Planning, Investing, Taxes, Estate & Legacy Planning, and Healthcare.

These are the building blocks of any solid retirement plan, and this guide will detail each one. Whether 2021 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.

CLICK HERE TO REGISTER!

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • To attend these events minimums apply.
  • 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

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