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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 luncheons.

Please feel free to click on the links below to browse and rsvp to one of our events.

 

Retirement Planning Dinner Workshops 
We have 17 public workshops planned for 2017.  Enjoy a complimentary dinner 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. Our upcoming workshops are listed to the right, or for a complete list of 2017 workshops and to access our registration page click here.

 

Lunch and Learn Events
From time to time, we hold informal educational talks at our main office located on the beautiful Plymouth waterfront.  Guests enjoy lunch and a brief informative talk. 

 

Client 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!

 

UPCOMING EVENTS

 

Event: Spring Fling, VIP Client Dinner
Date(s):    March 24
Location:   Strega Italian Steakhouse, Woburn
Guest List:  This event is by invitation only

Event: Retirement Planning Dinner Workshop
Date(s):    April 6 or April 12
Location:   Amari, East Sandwich
Guest List:  This event is open to the public

Event: Casino Night Client Referral Event
Date(s):    April 20th
Location:   Plymouth Yacht Club
Guest List:  This event is by invitation only

Event: Retirement Planning Dinner Workshop
Date(s):    May 10th or May 11th
Location:   Strega Prime, Woburn
Guest List:  This event is open to the public

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Because your future and your retirement depends on independent unbiased financial planning.