Workshops

Grand Canyon Planning is committed to providing the most up-to-date information on the issues that matter most to you. We facilitate a variety of workshops on various retirement and estate planning topics. Click on an event below to learn more.

Estate Planning: A Comprehensive Approach to Managing Your EstateiStock_000009598917_XXXLarge

What if you become incapacitated and were unable to make financial or healthcare decisions for yourself? Or, what would happen if you passed away before you had the chance to finalize your estate planning documents? Well, if you are like most people, you want to make it easy on your family. According to a recent survey, more than 55 percent of Americans over the age of 5o don’t have a Durable Power of Attorney. Join us for a free Estate Planning workshop and learn how to avoid probate and pass your assets directly to your loved ones and eliminate the cost and delays of improper planning. Learn More

White eggs in a brown nest labelled with IRA, Pension, 401k and House representing a typical nest egg.

Required Minimum Distributions: Leave a legacy that works for You!

Did you know that if you have an IRA, 401(k), 403(b), or a defined benefit plan you must start taking required minimum distributions (RMDs) at age 70.5 or face the PENALTY. Calculating your RMDs can be difficult. Let us help. Join us for a free RMD workshop and learn how to calculate your RMDs and when to take them. Learn More

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement IncomeOutdoor Portrait Of Loving Senior Couple

After being told for years that Social Security is “going bankrupt,” baby boomers are realizing that it will soon be their turn to collect. More than 10,000 baby boomers are reaching retirement every day so planning your future’s income has never been more important. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Join us for a free seminar to help navigate the complexity of Social Security benefits. Learn More

Veterans and Surviving Spouses Long-Term Care Benefits Seminaraabp-member-logo-transparant-back

Are you a veteran or the widow of a veteran? You could be entitled to a tax-free pension from the Veterans Administration. Grand Canyon Planning Associates has advisors who are Volunteer Veterans Advocates with the American Academy of Benefit Planners whose primary function is to educate Veterans and their surviving spouses in obtaining aid attendance and housebound pension benefits. Learn More