This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are joined by Attorney Keith McManus from McManus Estate Planning. They will discuss the 4 benefits of setting up and estate plan and trust. Next, in the SHP Stories segment, Derek will share a story of a single woman, who worked hard her whole life to save money, but she wanted to figure out a plan, so that she wouldn't ever have to go back to work. Derek will share exactly what SHP did to help her. Finally, in the weekly market report, they discuss what went well and what didn't in quarter 2, as well as trends in the market.
