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Our Events
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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.
Client Events
Events in July–August 2026
July 14, 2026
July 14, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:00 PM
View Map and DirectionsYou and your spouse are cordially invited to an educational event for area residents who are retired or planning to retire soon. This informative and entertaining program is absolutely free. There is no obligation and nothing will be sold.
Your presenter, Ben Smith, is a well-known professional Retirement Professional. In this jam-packed event, Ben will show you how to protect your estate, avoid probate, preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately such as:
- Protecting Your Home: A Lady Bird Deed can avoid probate!
- Estate Planning: Wills vs Trusts; which is correct for you?
- Social Security: Do you know how to coordinate IRA distributions with Social Security and Pension income?
- Secure Act Law: Understand the new guidelines for 401(k)s, IRAs, RMDs & Beneficiaries.
- Income: How to create lifetime income for you and your spouse.
- Long-Term Care: Hybrid products combining care and death benefits.
- Market Fluctuations: Why top economists are protecting their portfolios right now.
- Asset Protection: The safest place to grow assets during Bull Markets and Corrections.
- Taxes: Proactive strategies to save on future taxes and the benefits of ROTH conversions.
Register Here
July 15, 2026
July 15, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:30 PM
View Map and DirectionsYou and your spouse are cordially invited to an educational event for area residents who are retired or planning to retire soon. This informative and entertaining program is absolutely free. There is no obligation and nothing will be sold.
Your presenter, Ben Smith, is a well-known professional Retirement Professional. In this jam-packed event, Ben will show you how to protect your estate, avoid probate, preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately such as:
- Protecting Your Home: A Lady Bird Deed can avoid probate!
- Estate Planning: Wills vs Trusts; which is correct for you?
- Social Security: Do you know how to coordinate IRA distributions with Social Security and Pension income?
- Secure Act Law: Understand the new guidelines for 401(k)s, IRAs, RMDs & Beneficiaries.
- Income: How to create lifetime income for you and your spouse.
- Long-Term Care: Hybrid products combining care and death benefits.
- Market Fluctuations: Why top economists are protecting their portfolios right now.
- Asset Protection: The safest place to grow assets during Bull Markets and Corrections.
- Taxes: Proactive strategies to save on future taxes and the benefits of ROTH conversions.
Register Here
July 21, 2026
July 21, 2026Location:
Byron Township Community Center
2120 76th St SW
Byron Center, MI 49315
1:00 PM
View Map and DirectionsAn Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children’s names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries.
- How the SECURE Act affects your trust and/or retirement accounts.
- You may never need long-term care, but if you do, how will that affect your family? And how will you pay for it?
- Bonus Topics: Safe money management, protecting retirement savings and tax planning strategies.
Register Here
July 21, 2026Location:
Byron Township Community Center
2120 76th St SW
Byron Center, MI 49315
6:00 PM
View Map and DirectionsAn Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children’s names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries.
- How the SECURE Act affects your trust and/or retirement accounts.
- You may never need long-term care, but if you do, how will that affect your family? And how will you pay for it?
- Bonus Topics: Safe money management, protecting retirement savings and tax planning strategies.
Register Here
July 22, 2026
July 22, 2026Location:
Byron Township Community Center
2120 76th St SW
Byron Center, MI 49315
6:30 PM
View Map and DirectionsAn Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children’s names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries.
- How the SECURE Act affects your trust and/or retirement accounts.
- You may never need long-term care, but if you do, how will that affect your family? And how will you pay for it?
- Bonus Topics: Safe money management, protecting retirement savings and tax planning strategies.
Register Here
