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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 August–September 2026
August 26, 2026
August 26, 2026Location:
Spencer Township Hall
14960 Meddler Ave NE
Gowen, MI 49326
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 27, 2026
August 27, 2026Location:
Spencer Township Hall
14960 Meddler Ave NE
Gowen, MI 49326
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
September 2, 2026
September 2, 2026Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49512
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
September 3, 2026
September 3, 2026Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49512
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
September 9, 2026
September 9, 2026Location:
Boatwerks Waterfront Restaurant
216 Van Raalte Ave
Holland, MI 49423
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
September 10, 2026
September 10, 2026Location:
Boatwerks Waterfront Restaurant
216 Van Raalte Ave
Holland, MI 49423
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
September 22, 2026
September 22, 2026Location:
Kent District Library - Nelson Township Branch
88 Bass Lake Rd
Sand Lake, MI 49343
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
September 23, 2026
September 23, 2026Location:
Two Tonys Italian Kitchen & Wine Bar
723 E Savidge St
Spring Lake, MI 49456
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
September 24, 2026
September 24, 2026Location:
Kent District Library - Nelson Township Branch
88 Bass Lake Rd
Sand Lake, MI 49343
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
