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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 May–June 2026
June 17, 2026
June 17, 2026Location:
Martell's
3501 Greenleaf Blvd
Kalamazoo, MI 49008
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
June 24, 2026
June 24, 2026Location:
Martell's
3501 Greenleaf Blvd
Kalamazoo, MI 49008
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
