FINANCIAL EDUCATION
WORKSHOPS AND WEBINARS
WHAT TO EXPECT?
- In-Person Events
- Webinars Events
- On-Demand Webinars
In-Person Events
Check back for new events!
Location: Davio’s Northern Italian Steakhouse
1250 Market St, Lynnfield, MA 01940
Event discussion highlights include:
- TAX ALERT 2023: 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: West End 20 Scudder Ave, Hyannis, MA 02601
Event discussion highlights include:
- Why it’s important for women to understand their finances
- How much retirement income you will need to maintain your current lifestyle (HINT: it’s more than you think)
- What you can do now to help ensure that your future health and Long-term Care needs are met
- How retirement differs for women
*Please note that your registration is not confirmed until you speak with a SHP Financial team member.
- FINANCIAL SECURITY – What steps can you take now to ensure a comfortable lifestyle?
- SOCIAL SECURITY – How does it fit within your overall strategy, and how do you maximize your benefits?
- TAXES – Minimizing taxes in the future – Does a Roth conversion make sense for you?
- INCOME PLANNING – What factors are most important to generating predictable and consistent
income? How will you avoid outliving your assets? - INVESTING – How can you properly balance risks so that you set yourself up for a lasting retirement?
BONUS: Learn how to get your custom “Retirement Road Map”
This special educational event is presented by Mike Guthrie, local SOFA Chapter President. Our guests can
expect to have a little fun, and obtain some meaningful information. There are no costs to attend, and no
obligation. Please arrive 15 min before to allow for registration.
- FINANCIAL SECURITY – What steps can you take now to ensure a comfortable lifestyle?
- SOCIAL SECURITY – How does it fit within your overall strategy, and how do you maximize your benefits?
- TAXES – Minimizing taxes in the future – Does a Roth conversion make sense for you?
- INCOME PLANNING – What factors are most important to generating predictable and consistent
income? How will you avoid outliving your assets? - INVESTING – How can you properly balance risks so that you set yourself up for a lasting retirement?
BONUS: Learn how to get your custom “Retirement Road Map”
This special educational event is presented by Mike Guthrie, local SOFA Chapter President. Our guests can
expect to have a little fun, and obtain some meaningful information. There are no costs to attend, and no
obligation. Please arrive 15 min before to allow for registration.
REGISTER FOR OUR UPCOMING WEBINAR
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!
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!
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.
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.
CONTACT: ask@shpne.com
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.
The Perfect Storm That Could Threaten Your Retirement Savings
When: INSTANT ACCESS after registration
If you’re concerned about the current state of our economy, you are not alone. It’s crucial that you understand these challenges and how you can navigate them successfully. Co-Founder of SHP, Derek Gregoire, breaks down top concerns and how they could affect you and your retirement savings.
Income Planning for Retirement
When: INSTANT ACCESS after registration
In this webinar, Derek L. Gregoire, addresses a critical mistake he sees many pre-retirees make while planning for retirement: Improper Asset Allocation. This refers to dividing your investments among asset classes, such as stocks and bonds. Although this is true, what he’s talking about is properly positioning your account to receive the income needed to enjoy your retirement after your paychecks stop coming in.
At SHP Financial, we believe that retirement should be a time to enjoy life, free from financial worries. To help you achieve this, our team of financial professionals offers comprehensive financial planning services that address all your financial needs and concerns.
We specialize in serving individuals who are approaching or in retirement and offer a range of wealth management services. With coverage in Plymouth, Hyannis, Woburn, Braintree, Westborough, Dartmouth, and beyond, we are well-positioned to provide personalized financial guidance to clients across Massachusetts.
Our goal is to help you manage your finances and pursue your goals with confidence. We won’t just help you develop a plan and leave you to it. We’ll be there every step of the way to help you implement and manage your plan for the rest of your life. Take the first step towards a worry-free retirement and reach out to us today!
Fill out below to RSVP!