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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.
Client Events
Events in March–April 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 (1 event)
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 24, 2026 (2 events)
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 24, 2026Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508
For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.
Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.
- When can I—and when should I—start receiving my benefits?
- Upcoming changes to Social Security and its long-term sustainability.
- How to reduce taxes on your Social Security after you start receiving benefits.
- When your spouse can collect spousal benefits and how to avoid missing out.
- How to coordinate Social Security with Medicare, Disability, and other income.
- How to choose between taking benefits early versus delaying for a higher payout.
- What the biggest risk in retirement is and how to plan for inflation.
- What happens if you make a mistake and what factors will reduce your benefits.
REGISTER HERE
March 25, 2026 (2 events)
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 25, 2026Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508
For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.
Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.
- When can I—and when should I—start receiving my benefits?
- Upcoming changes to Social Security and its long-term sustainability.
- How to reduce taxes on your Social Security after you start receiving benefits.
- When your spouse can collect spousal benefits and how to avoid missing out.
- How to coordinate Social Security with Medicare, Disability, and other income.
- How to choose between taking benefits early versus delaying for a higher payout.
- What the biggest risk in retirement is and how to plan for inflation.
- What happens if you make a mistake and what factors will reduce your benefits.
REGISTER HERE
April 1, 2026 (1 event)
April 1, 2026Location:
BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
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
April 2, 2026 (1 event)
April 2, 2026Location:
BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
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
April 20, 2026 (1 event)
April 20, 2026Location:
Kalamazoo Public Library - Eastwood Branch1112 Gayle Ave
Kalamazoo, MI 49048For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
REGISTER HERE
April 27, 2026 (1 event)
April 27, 2026Location:
Kalamazoo Public Library - Eastwood Branch1112 Gayle Ave
Kalamazoo, MI 49048For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
REGISTER HERE
