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, July 27th
Time: 10AM – 12PM (Noon)
Presenter: Harry Burkett
Cost: Free

GrandView Asset Management
4200 Crums Mill Rd,
Harrisburg, PA 17112
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.