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Episode 252: The SHP Retirement Rodmap ®

Episode 252: The SHP Retirement Rodmap ®
Dec 18, 2020 · 52m

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income...

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This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also explain, what is different about SHP and what makes us stand out. You don't want to miss this one!
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Author WBZ-AM
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