This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss 1) the ongoing Market Volatility 2) with Attorney Keith McManus, tax benefits and savings when setting up a trust 3) Matt Peck’s Weekly Market Report: A recap of 2015 and expectations for 2016. Also, you will hear about two important changes for 2016 that may affect you if you are in or approaching retirement 4) How to choose the right financial advisor for you and the things you should consider such as expertise and licensing.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss 1) with Attorney Keith McManus the benefits of a Legacy Plan 2) 5 Key Areas of SHP Financial’s Retirement Road Map with a particular focus on an Income Plan being the most important component 3) Matt Peck’s Weekly Market Report: How to build an Investment Plan where losses in the market won’t affect your lifestyle.