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The Show Of All Shows

The Show Of All Shows
May 24, 2019 · 52m

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

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This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis walk us through the SHP Retirement Road Map®. The 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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