MAKING RETIREMENT PLANNING FUN!
We're committed to helping you have fun and stay informed by offering many special events throughout the year
SHP Financial Events
At SHP Financial, we're committed to having fun while keeping you informed of the latest trends in retirement and financial planning. That's why we offer a variety of fun and entertaining client events, public dinner workshops and informative talks.
Please feel free to click on the links below to browse and rsvp to one of our events.
Public Retirement Planning Dinner Workshops
Enjoy a complimentary 3-course meal following a one-hour question and answer session with the founding partners of SHP Financial. These events are designed to cover a wide variety of retirement planning concerns and guests are encouraged to participate and ask questions. This is also an opportunity for you to learn more about SHP Financial's Retirement Road Map process and how it differentiates us from the competition.
Public Informational Social Events
From time to time, we hold informal educational talks at our offices in Plymouth, Woburn or Hyannis on a variety of retirement and investment related topics. These informative social events are open to our clients and their guests, as well as open to the public.
Client Appreciation Events
We love spending time with our clients! That's why, throughout the year, SHP Financial holds several different types of events for our loyal clientele. Types of events we hold for our clients include, appreciation dinners, new client mixers, client referral events and VIP Client nights. For 2017, we have a Client Referral Casino Night planned, a VIP Spring Fling, a Boston Dinner Cruise onboard a private yacht...just to name a few. If you're SHP Client, you won't want to miss out on the fun! Please keep in mind that not all clients can be invited to each event due to space limitations. We do our best to rotate the invitation lists.