FINANCIAL EDUCATION
WORKSHOPS AND WEBINARS

WHAT TO EXPECT?

RSVP NOW!
In-Person Events
Webinars Events
On-Demand Webinars
  • In-Person Events
  • Webinars Events
  • On-Demand Webinars

In-Person Events.

New Event Location in Waltham!

Location: Ruth’s Chris Steakhouse in Waltham
500 Totten Pond Rd, Waltham, MA 02451

Event discussion highlights include:

  • TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
  • INFLATION: Will your investment yields be able to keep up with rising inflation?
  • SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
  • THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
  • THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
  • RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.

*Please note that your registration is not confirmed until you speak with a SHP Financial team member.

*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.

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

Event discussion highlights include:

  • TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
  • INFLATION: Will your investment yields be able to keep up with rising inflation?
  • SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
  • THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
  • THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
  • RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.

*Please note that your registration is not confirmed until you speak with a SHP Financial team member.

*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.

Location: Strega Italiano Woburn
100 Sylvan Road, Woburn, MA 01801

Event discussion highlights include:

  • TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
  • INFLATION: Will your investment yields be able to keep up with rising inflation?
  • SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
  • THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
  • THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
  • RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.

*Please note that your registration is not confirmed until you speak with a SHP Financial team member.

*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

*This event is designed for individuals with a minimum of $500,000 in investable retirement savings.

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

Event discussion highlights include:

  • TAX ALERT 2022: How could Biden’s tax plan and growing national debt potentially impact your tax burden?
  • INFLATION: Will your investment yields be able to keep up with rising inflation?
  • SOCIAL SECURITY: How can you maximize your benefits and help protect your spouse?
  • THE MARKETS: Will your retirement income come up short if the markets drop sometime during your retirement?
  • THE SECURE ACT: How could this new legislation impact your retirement and estate planning strategy?
  • RETIREMENT INCOME: How much is enough? Learn strategies to help generate dependable lifetime income.

*Please note that your registration is not confirmed until you speak with a SHP Financial team member.

*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

*This event is 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

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 2022 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 ACCESS!

5 Steps to Successful Retirement Planning Webinar Event

When: INSTANT ACCESS after registration

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 2022 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 ACCESS!

Fill out below to RSVP!

READ OUR BOOKS AND GUIDES

MEET OUR ALLSTARS

SHP FINANCIAL IN THE MEDIA

THE SHP FINANCIAL RETIREMENT ROAD MAP® PROCESS

Your Journey Begins Here!