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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
August 12, 2026
August 12, 2026Location:
Kent District Library - Grandville Branch
4055 Maple St SW
Grandville, MI 49418
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
August 13, 2026
August 13, 2026Location:
Kent District Library - Grandville Branch
4055 Maple St SW
Grandville, MI 49418
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
August 19, 2026
August 19, 2026Location:
Cascade Township Wisner Center
2870 Jacksmith Ave SE
Grand Rapids, MI 49546
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
August 20, 2026
August 20, 2026Location:
Cascade Township Wisner Center
2870 Jacksmith Ave SE
Grand Rapids, MI 49546
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
