If you have any questions about our upcoming Workshops,
please contact us via our online form or by calling us at 717-390-4336.

Upcoming Workshops

EHD Advisory Services holds informative workshops throughout the year on financial topics that matter to our clients. Check back regularly for updated information on our workshop schedule. 


Past Workshops

Are You Prepared?
August, 2016
This workshop included discussions on wills, beneficiary designations and the new power of attorney rules.


Are you planning your retirement based upon a rule of thumb?
June, 2016
This workshop touched on healthcare costs in retirement, Social Security, long term care, savings goals, portfolio allocation and successful portfolio withdrawal rates.