Learn more about our unique 5-StepSHP Retirement Road Map® Process


Get the information that can help you live a confident retirement.

Attend an Educational Workshop

Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

EDUCATIONAL WORKSHOPS:

April 2
SHP Dinner Workshop – Davio’s Braintree
6:00 pm | Davio’s Northern Italian Steakhouse - 250 Granite St.
Braintree, MA 02184 United States
April 4
SHP Dinner Workshop – Davio’s Braintree
6:00 pm | Davio’s Northern Italian Steakhouse - 250 Granite St.
Braintree, MA 02184 United States
April 11
SHP Dinner Workshop – Davio’s Braintree
6:00 pm | Davio’s Northern Italian Steakhouse - 250 Granite St.
Braintree, MA 02184 United States
April 17
SHP Financial, Wine & Cheese : The ABC’s of Medicare
6:00 pm | Cummings Executive Suites - 400 TradeCenter Suite 1930
Woburn, MA 01801 United States
April 24
SHP Financial, Wine & Cheese : The ABC’s of Medicare
5:00 pm | SHP Financial Education Center - 225 Water St. Suite C208
Plymouth, Massachusetts 02360
May 7
SHP Fiancial Dinner Workshop – Davio’s Lynnfield
6:00 pm | Davio’s Northern Italian Steakhouse - 1250 Market St.
Lynnfield, MA 01940 United States
May 9
SHP Fiancial Dinner Workshop – Davio’s Lynnfield
6:00 pm | Davio’s Northern Italian Steakhouse - 1250 Market St.
Lynnfield, MA 01940 United States

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (866) 746-2401