This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will walk us through the SHP Retirement Road Map®. They will take us through the 5 critical 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. Now that we have entered a new year, it is important that you think about your retirement plan.
