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Retirement Planning Dinner Workshop
Tax Strategies for High Net Worth Investors

Join the Managing Partners and Co-Founders of SHP Financial Derek Gregoire, Keith Ellis and Matthew Peck, CFP® for a complimentary evening of dinner and discussion focused on the special financial needs of high net worth investors as they face today's tax law changes and prepare for retirement.

During this Q&A discussion, we will share valuable information on how to preserve and potentially reduce taxation of your hard-earned assets in today’s financial markets. 

Tue Feb 13, 2018
Mirbeau Inn & Spa Plymouth, MA
6 PM - 9 PM

Thur Feb 15, 2018
Mirbeau Inn & Spa Plymouth, MA
6 PM - 8 PM
Tue Mar 6, 2018
Mezza Luna Buzzards Bay, MA
6 PM - 8 PM
Thur Mar 8, 2018
Mezza Luna Buzzards Bay, MA
6 PM - 8 PM
Note: Don't see a seminar in your area? Check back for upcoming dates in Woburn, Plymouth and Cape Cod later this year.


Discussion highlights include:

  • How new potential tax laws could affect you.
  • Ways to protect your retirement assets from excessive taxation.
  • Strategies to plan for and reduce income taxes in retirement.
  • How to preserve your inheritance for your future heirs.
  • Bonus Topic – The 5 Most Critical Risk Factors in Retirement and how to address them

If you are a retiree or retiring within the next 3 to 5 years and have minimum investible liquid assets in excess of $750,000 this event is for you!  RSVP today!

NOTE: NOT ALL REQUESTS CAN BE ACCEPTED

Due to the popularity of our dinner workshops, SHP Financial reserves the right to limit admission to those we deem would most benefit from the information provided.