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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 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. 

For a complete list of 2017 dinner workshops and to register 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!



Event: Retirement Planning Dinner Workshop
Date(s):    May 24th
Location:   Mirbeau Inn & Spa, Plymouth
Guest List:  This event is open to the public

Event:  New Client Mixer
Date(s):    June 15th
Location:   Flank Restaurant, Waltham
Guest List:  Private event, by invitation only

Event: Retirement Planning Dinner Workshop
Date(s):     September 12th
Location:   Bay Club, Mattapoisett
Guest List:  This event is open to the public

Event:  Client Appreciation Event
Date(s):    September 7th
Location:   Boston Harbor Dinner Cruise
Guest List:  Private event, by invitation only


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