Phone: (866) 746-2401 | Visit Us!

It can be difficult to make decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Retirement Planning Dinner Workshops

Bring your retirement concerns to us!

Join SHP Financial Advisors for a complimentary evening of dinner and discussion about your retirement goals and investment strategies.

If you at or near retirement age, we invite you to enjoy this 3-course meal and take the opportunity to get your most pressing retirement concerns addressed.  We hold various workshops throughout the year and are often asked questions like:

  • How will the Trump Tax Changes affect me?
  • How do I avoid running out of money in retirement?
  • How can I protect my home and assets from a nursing home?
  • Are there strategies for reducing or eliminating Required Minimum Distributions at 70 1/2?
  • How can I avoid losing too much money to estate and income taxes?
  • How can I potentially turn even a small I.R.A. into a huge asset for my children or grandchildren?