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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.
Workshops
Events in August 2026
August 5, 2026
August 5, 2026Location:
Salt & Pepper
11539 E Lakewood Blvd
Holland, MI 49424
View Map and DirectionsWhat You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Register Here
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 18, 2026
August 18, 2026Location:
East Lansing Hannah Community Center - MSSELHCC0819
819 Abbot Rd
East Lansing, MI 48823
6:00 PM
View Map and DirectionsWhat You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
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 19, 2026Location:
East Lansing Hannah Community Center - MSSELHCC0819
819 Abbot Rd
East Lansing, MI 48823
6:30 PM
View Map and DirectionsWhat You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
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
August 25, 2026
August 25, 2026Location:
Rio Grande Steak House
5501 Northland Dr NE
Grand Rapids, MI 49525
View Map and DirectionsWhat You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Register Here
August 26, 2026
August 26, 2026Location:
Allegan District Library
331 Hubbard St
Allegan, MI 49010Details:
For 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
August 26, 2026Location:
Rio Grande Steak House
5501 Northland Dr NE
Grand Rapids, MI 49525
View Map and DirectionsWhat You'll Learn at This Event...
Why You Need to Attend This Event...
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Register Here
August 27, 2026
August 27, 2026Location:
Allegan District Library
331 Hubbard St
Allegan, MI 49010Details:
For 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
Webinars
Events in August 2026
August 6, 2026
August 6, 2026Taxes are part of Americans’ financial lives and help afford much of what makes this country great. Yet, for those entering and in retirement when preserving and protecting every penny becomes a priority minimizing tax liabilities can be especially important.
Tax risk is a real cost in retirement and can affect a retiree’s income through increases, reduced deductions, and a higher-than-expected tax bracket. The good news is that tax diversification strategies work to reduce future tax liabilities, potentially add to one’s total retirement income amount, and provide for beneficiaries thereafter.
You and a guest are invited to an informational educational event for area residents who are retired or nearing retirement. This no obligation seminar will provide educational content key to those concerned about taxes in retirement.
The Tax Diversification and Retirement workshop is designed to help you understand the:
- Six fundamental financial planning considerations.
- Potential impact of taxes on retirement income.
- Possible increasing tax risk into the future.
- Strategies to help mitigate tax risk in retirement.
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income.
Registration Link Coming Soon
August 13, 2026
August 13, 2026Taxes are part of Americans’ financial lives and help afford much of what makes this country great. Yet, for those entering and in retirement when preserving and protecting every penny becomes a priority minimizing tax liabilities can be especially important.
Tax risk is a real cost in retirement and can affect a retiree’s income through increases, reduced deductions, and a higher-than-expected tax bracket. The good news is that tax diversification strategies work to reduce future tax liabilities, potentially add to one’s total retirement income amount, and provide for beneficiaries thereafter.
You and a guest are invited to an informational educational event for area residents who are retired or nearing retirement. This no obligation seminar will provide educational content key to those concerned about taxes in retirement.
The Tax Diversification and Retirement workshop is designed to help you understand the:
- Six fundamental financial planning considerations.
- Potential impact of taxes on retirement income.
- Possible increasing tax risk into the future.
- Strategies to help mitigate tax risk in retirement.
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income.
Registration Link Coming Soon
August 20, 2026
August 20, 2026Taxes are part of Americans’ financial lives and help afford much of what makes this country great. Yet, for those entering and in retirement when preserving and protecting every penny becomes a priority minimizing tax liabilities can be especially important.
Tax risk is a real cost in retirement and can affect a retiree’s income through increases, reduced deductions, and a higher-than-expected tax bracket. The good news is that tax diversification strategies work to reduce future tax liabilities, potentially add to one’s total retirement income amount, and provide for beneficiaries thereafter.
You and a guest are invited to an informational educational event for area residents who are retired or nearing retirement. This no obligation seminar will provide educational content key to those concerned about taxes in retirement.
The Tax Diversification and Retirement workshop is designed to help you understand the:
- Six fundamental financial planning considerations.
- Potential impact of taxes on retirement income.
- Possible increasing tax risk into the future.
- Strategies to help mitigate tax risk in retirement.
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income.
Registration Link Coming Soon
August 27, 2026
August 27, 2026Taxes are part of Americans’ financial lives and help afford much of what makes this country great. Yet, for those entering and in retirement when preserving and protecting every penny becomes a priority minimizing tax liabilities can be especially important.
Tax risk is a real cost in retirement and can affect a retiree’s income through increases, reduced deductions, and a higher-than-expected tax bracket. The good news is that tax diversification strategies work to reduce future tax liabilities, potentially add to one’s total retirement income amount, and provide for beneficiaries thereafter.
You and a guest are invited to an informational educational event for area residents who are retired or nearing retirement. This no obligation seminar will provide educational content key to those concerned about taxes in retirement.
The Tax Diversification and Retirement workshop is designed to help you understand the:
- Six fundamental financial planning considerations.
- Potential impact of taxes on retirement income.
- Possible increasing tax risk into the future.
- Strategies to help mitigate tax risk in retirement.
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income.
Registration Link Coming Soon
