Estate Planning, Volatility, And Tips For College Grads

Published: June 6, 2019, 1:44 p.m.

This week, SHP founders, Derek Gregoire & Matthew Peck CFP®,are going to discuss the top few questions, as it pertains to retirement planning, that they find themselves answering on a daily basis, whether it be in a first visit or in one of their public workshops. Next Derek and Matt welcome back Attorney Keith McManus, of McManus Estate Planning. Attorney McManus will discuss the importance of knowing whether or not your estate plan is up to date and how you can tell if it is or not. There has been a lot of volatility in the market lately, so in the SHP Story Segment, Derek and Matt will share some real stories of clients and how volatility has affected them. Finally, it is graduation season. The guys are going to give some advice and share some financial tips for recent college graduates to keep in mind as they head out into the real world.