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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 May 2026
May 12, 2026
May 12, 2026Location:
Nelson Township KDL
88 Bass Lake Road
Sand Lake, MI 49343What 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
May 19, 2026
May 19, 2026Location:
Gaines Township KDL
421 68th Street Southeast
Grand Rapids, MI 49548What 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.
Registration Here
May 20, 2026
May 20, 2026Location:
Antlers Fireside Grill
10107 Buchanan Rd
Stanwood, MI 49346
6:00 PMNew 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
May 20, 2026Location:
Washington Square KPL
1244 Portage Street
Kalamazoo, MI 49001What 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.
Registration Here
May 21, 2026
May 21, 2026Location:
Antlers Fireside Grill
10107 Buchanan Rd
Stanwood, MI 49346
6:30 PMNew 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
May 26, 2026
May 26, 2026Location:
Founders Brewing Company
235 Cesar E. Chavez Ave SW
Grand Rapids, MI 49503
6:00 PMNew 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
May 26, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:00 PMNew 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
May 26, 2026Location:
Two Tonys Italian Kitchen & Wine Bar
723 E Savidge St
Spring Lake, MI 49456
6:00 PM
View Map and DirectionsNew 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
May 27, 2026
May 27, 2026Location:
Founders Brewing Company
235 Cesar E. Chavez Ave SW
Grand Rapids, MI 49503
6:30 PM
View Map and DirectionsNew 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
May 27, 2026Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:30 PMNew 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
May 28, 2026
May 28, 2026Location:
Plainfield Township KDL
2650 5 Mile Road Northeast
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.
Registration Here
May 28, 2026Location:
Two Tonys Italian Kitchen & Wine Bar
723 E Savidge St
Spring Lake, MI 49456
6:30 PM
View Map and DirectionsNew 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
Webinars
Events in May 2026
May 21, 2026
May 21, 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.
Click Here To Register
