This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will talk about pushing the goal post back. People often come in to the SHP office and many of them have pushed the goal post back on thinks like saving, taking less risk, or even their retirement date. The guys will share a real story of a couple they work with and what happened with their situation, due to pushing the goal post back too far. Derek, Matt and Keith, will also be joined by Attorney Keith McManus, of McManus Estate Panning, who will discuss pushing the goal post back, in terms of estate planning and how it's very important to know if your estate plan is up to date.
