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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 April 2026
April 14, 2026 (1 event)
April 14, 2026Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508
For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.
Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.
- When can I—and when should I—start receiving my benefits?
- Upcoming changes to Social Security and its long-term sustainability.
- How to reduce taxes on your Social Security after you start receiving benefits.
- When your spouse can collect spousal benefits and how to avoid missing out.
- How to coordinate Social Security with Medicare, Disability, and other income.
- How to choose between taking benefits early versus delaying for a higher payout.
- What the biggest risk in retirement is and how to plan for inflation.
- What happens if you make a mistake and what factors will reduce your benefits.
REGISTER HERE
April 15, 2026 (1 event)
April 15, 2026Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508
For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.
Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.
- When can I—and when should I—start receiving my benefits?
- Upcoming changes to Social Security and its long-term sustainability.
- How to reduce taxes on your Social Security after you start receiving benefits.
- When your spouse can collect spousal benefits and how to avoid missing out.
- How to coordinate Social Security with Medicare, Disability, and other income.
- How to choose between taking benefits early versus delaying for a higher payout.
- What the biggest risk in retirement is and how to plan for inflation.
- What happens if you make a mistake and what factors will reduce your benefits.
REGISTER HERE
April 21, 2026 (1 event)
April 21, 2026Location:
Central Park Place
421 Columbus Avenue
Grand Haven, MI 49417What 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
April 22, 2026 (2 events)
April 22, 2026Location:
Allegan District Library in Allegan, MI
What 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
April 22, 2026Location:
Thought Design Learning Center
10 East Bridge Street Northeast
Rockford, MI 49341What 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
April 23, 2026 (1 event)
April 23, 2026Location:
Capital Prime
2324 Showtime Dr
Lansing, MI 48912
6:30 PMYou 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
April 28, 2026 (1 event)
April 28, 2026Location:Rio Grande Steak House
5501 Northland Dr NE
Grand Rapids, MI 49525
6:00 PMYou 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
April 29, 2026 (1 event)
April 29, 2026Location:
Capital Prime
2324 Showtime Dr
Lansing, MI 48912You 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
April 30, 2026 (1 event)
April 30, 2026Location:
Rio Grande Steak House
5501 Northland Dr NE
Grand Rapids, MI 49525
6:30 PM
You 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
