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Join Us For An Event
Hosted by SBC Financial, our workshops and webinars are offered complimentary to our community. Stay informed about our specialty services and learn more about retirement options by joining us at one of our financial workshops. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.
Workshops
Events in May 2026
May 5, 2026 (1 event)
May 5, 2026Location:
Dusty's Cellar & Wine Bar
1839 W Grand River Ave
Okemos, MI 488646:00 PM
New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 6, 2026 (1 event)
May 6, 2026Location:
Dusty's Cellar & Wine Bar
1839 W Grand River Ave
Okemos, MI 48864
6:30 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 12, 2026 (1 event)
May 12, 2026Location:
Nelson Township KDL
88 Bass Lake Road
Sand Lake, MI 49343What You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
REGISTER HERE
May 19, 2026 (1 event)
May 19, 2026Location:
Gaines Township KDL
421 68th Street Southeast
Grand Rapids, MI 49548What You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Registration Here
May 20, 2026 (2 events)
May 20, 2026Location:
Antlers Fireside Grill
10107 Buchanan Rd
Stanwood, MI 49346
6:00 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 20, 2026Location:
Washington Square KPL
1244 Portage Street
Kalamazoo, MI 49001What You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Registration Here
May 21, 2026 (1 event)
May 21, 2026Location:
Antlers Fireside Grill
10107 Buchanan Rd
Stanwood, MI 49346
6:30 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 26, 2026 (2 events)
May 26, 2026Location:
Founders Brewing Company
235 Cesar E. Chavez Ave SW
Grand Rapids, MI 49503
6:00 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 26, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:00 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 27, 2026 (3 events)
May 27, 2026Location:
Founders Brewing Company
235 Cesar E. Chavez Ave SW
Grand Rapids, MI 49503
6:30 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 27, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:00 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 27, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:30 PMNew laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
- What is the SECURE Act 2.0, and how could it affect your retirement?
- How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- How to potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
REGISTER HERE
May 28, 2026 (1 event)
May 28, 2026Location:
Plainfield Township KDL
2650 5 Mile Road Northeast
Grand Rapids, MI 49525
View Map and DirectionsWhat You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Registration Here
