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We're committed to helping you have fun and stay informed by offering many special events throughout the year

SHP Financial Client 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 events for our clients.

Educational Social Events
Throughout the year, we hold informal educational "Wine & Cheese Talks" at our offices in Plymouth, Woburn or Hyannis. During these talks, the SHP Financial partners give a one-hour presentation on a particular financial topic, which is followed by an hour of socializing and discovering various wines and cheeses from around the world.  These informative social events are open to our clients and their guests.

Client Referral Events
We love our clients and know that the best way to continue to grow our company is earn our clients' trust and referrals.  Throughout the year, we hold various Client Referral Events, that allow us the opportunity to get to know our clients' friends in a relaxed, fun setting.  One of the most popular referral events we hold is our annual SHP Casino Night.

Client Appreciation Events
At SHP Financial, everything is about our clients. We want to make sure we take every opportunity to thank them for trusting us with the money they've worked so hard to preserve.  To show our appreciation, we hold social events throughout the year, including our annual Client Gala, Private Yacht VIP Dinner Cruise, and summer golf outings.  If you're SHP Client, you won't want to miss out on the fun!




Due to space limitations, all clients are not invited to every event. We do our best to rotate the invitation lists.