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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 March 2026
March 18, 2026 (1 event)
March 18, 2026Location:
Bay Pointe Woods
5100 Oarie Dr
Shelbyville, MI 49344
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
March 19, 2026 (2 events)
March 19, 2026Location:
Bay Pointe Woods
5100 Oarie Dr
Shelbyville, MI 49344
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
March 19, 2026Location:
Tyrone Township Offices
28 East Muskegon Street
Kent City, MI 49330What 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
March 24, 2026 (1 event)
March 24, 2026Location:
Mitchell's Seafood House
2975 Preyde Blvd
Lansing, MI 48912
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
March 25, 2026 (1 event)
March 25, 2026Location:
Mitchell's Seafood House
2975 Preyde Blvd
Lansing, MI 48912
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
March 31, 2026 (1 event)
March 31, 2026What You Need to Know to Help Get the Most Out of Your Benefit
Location: Kentwood Library
4950 Breton Road Southeast
Kentwood, MI 49512What You'll Learn at This Event:
- How do I figure out when I should start taking my Social Security Benefits?
- How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
- How can I potentially avoid paying excessive and unnecessary income taxes?
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.
CLICK HERE TO REGISTER
