Register for Retirement Planning Workshops

Registration is simple! Use the form below to provide us your direct contact information as well as how many people you plan to bring with you and click “Register Now!“. Your information will be forwarded to us to reserve your seat at our upcoming workshop. In the event that we may need to cancel or reschedule a workshop, we will contact you directly with details.

Medicare Made Easy
Date: Saturday, June 9th
Time: 10AM – 12PM (Noon)
Cost: Free to Everyone
Snacks and refreshments provided!

Grandview Asset Management
4200 Crums Mill Road, 2nd Floor
Harrisburg, PA 17112
Click to open on Google Maps!

Retirement Courses at Penn State Harrisburg

The following workshops are not hosted at Grandview Asset Management. In order to register for the retirement courses at Penn State Harrisburg, you will be redirected to our retirement courses website and a fee may be required to complete registration. Please visit our retirement courses website for complete course details!

Retirement Planning Today
Date: Tuesday, June 12th
Time: 6PM – 9PM
Cost: $49.99

Click to Register (or view details)

Penn State Harrisburg
Library 101 (Morrison)
777 W Harrisburg Pike
Middletown, PA 17057
Click to open on Google Maps!

Call us for a free consultation at 717-541-1000!

Financial planning for the future does not have to be complicated. We will simplify the process, organize your financial life and execute a specific plan tailored to you in order to achieve your goals and achieve financial independence.

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings and investments. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Wealth management is more than just investment advice, it incorporates all parts of a person’s financial life. The idea is that high net-worth clients benefit from the holistic approach we provide, coordinating all the services needed to manage their money and plan for their own or their family’s current and future needs.

Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs.