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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 February 2026

  • February 11, 2026 (2 events)


    February 11, 2026

    Location:
    Capital Prime
    2324 Showtime Dr
    Lansing, MI 48912

    New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

    Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

    • What is the SECURE Act 2.0, and how could it affect your retirement?
    • How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
    • How to reduce taxation on your Social Security after you start receiving your benefits.
    • How two special claiming strategies may increase your total benefits.
    • How to potentially pay far less on your retirement income.
    • How married couples can avoid missing out on substantial benefits.
    • How to plan Social Security with all other sources of retirement income.

    REGISTER HERE


    February 11, 2026

    Location:
    The Kirby House
    2 Washington Ave
    Grand Haven, MI 49417

    New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

    Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

    • What is the SECURE Act 2.0, and how could it affect your retirement?
    • How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
    • How to reduce taxation on your Social Security after you start receiving your benefits.
    • How two special claiming strategies may increase your total benefits.
    • How to potentially pay far less on your retirement income.
    • How married couples can avoid missing out on substantial benefits.
    • How to plan Social Security with all other sources of retirement income.

    REGISTER HERE

  • February 12, 2026 (1 event)


    February 12, 2026

    Location:
    Capital Prime
    2324 Showtime Dr
    Lansing, MI 48912

    New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

    Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

    • What is the SECURE Act 2.0, and how could it affect your retirement?
    • How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
    • How to reduce taxation on your Social Security after you start receiving your benefits.
    • How two special claiming strategies may increase your total benefits.
    • How to potentially pay far less on your retirement income.
    • How married couples can avoid missing out on substantial benefits.
    • How to plan Social Security with all other sources of retirement income.

    REGISTER HERE

  • February 19, 2026 (1 event)


    February 19, 2026

    Location:

    Rio Grande Steak House
    5501 Northland Dr NE
    Grand Rapids, MI 49525

    New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

    Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

    • What is the SECURE Act 2.0, and how could it affect your retirement?
    • How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
    • How to reduce taxation on your Social Security after you start receiving your benefits.
    • How two special claiming strategies may increase your total benefits.
    • How to potentially pay far less on your retirement income.
    • How married couples can avoid missing out on substantial benefits.
    • How to plan Social Security with all other sources of retirement income.

    REGISTER HERE

  • February 24, 2026 (1 event)


    February 24, 2026

    Location:

    Rio Grande Steak House
    5501 Northland Dr NE
    Grand Rapids, MI 49525

    New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

    Come and learn more at this presentation hosted by local retirement specialist Tim Fordham. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

    • What is the SECURE Act 2.0, and how could it affect your retirement?
    • How the new federal tax legislation may cost your family thousands in tax dollars and what you can do about it.
    • How to reduce taxation on your Social Security after you start receiving your benefits.
    • How two special claiming strategies may increase your total benefits.
    • How to potentially pay far less on your retirement income.
    • How married couples can avoid missing out on substantial benefits.
    • How to plan Social Security with all other sources of retirement income.

    REGISTER HERE

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