Events in October 2026

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
September 28, 2026
September 29, 2026 (1 event)


September 29, 2026

Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:00 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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

September 30, 2026 (2 events)


September 30, 2026

Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:30 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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


September 30, 2026

Location:
Cooper’s Hawk
2101 Lake Lansing Rd
Lansing, MI 48912
6:30 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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

October 1, 2026 (2 events)


October 1, 2026

Location:
Cooper’s Hawk
2101 Lake Lansing Rd
Lansing, MI 48912
6:30 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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


October 1, 2026

Location:
Two Tonys Italian Kitchen & Wine Bar
723 E Savidge St
Spring Lake, MI 49456
6:30 PM
View Map and Directions

An 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

October 2, 2026
October 3, 2026
October 4, 2026
October 5, 2026
October 6, 2026 (1 event)


October 6, 2026

Location:
Central Park Place
421 Columbus Ave
Grand Haven, MI 49417
6:00 PM
View Map and Directions

An 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

October 7, 2026 (2 events)


October 7, 2026

Location:
Tyrone Township Hall - MSSTT1007
28 E Muskegon St
Kent City, MI 49330
6:00 PM
View Map and Directions

Details:
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


October 7, 2026

Location:
Central Park Place
421 Columbus Ave
Grand Haven, MI 49417
6:30 PM
View Map and Directions

An 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

October 8, 2026 (2 events)


October 8, 2026

Location:
BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
6:00 PM
View Map and Directions

An 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


October 8, 2026

Location:
Tyrone Township Hall - MSSTT1007
28 E Muskegon St
Kent City, MI 49330
6:30 PM
View Map and Directions

Details:
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

October 9, 2026
October 10, 2026
October 11, 2026
October 12, 2026
October 13, 2026 (1 event)


October 13, 2026

Location:
BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
6:30 PM
View Map and Directions

An 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

October 14, 2026
October 15, 2026
October 16, 2026
October 17, 2026
October 18, 2026
October 19, 2026
October 20, 2026 (2 events)


October 20, 2026

Location:
Grandville Public Library
4055 Maple St SW,
Grandville, MI 49418
6:00 PM
View Map and Directions

Details:
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!

Coming Soon


October 20, 2026

Location:
Brick and Brine
100 W Michigan Ave
Kalamazoo, MI 49007
6:30 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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

October 21, 2026
October 22, 2026 (1 event)


October 22, 2026

Location:
Cascade Township KDL / Wisner Center
2870 Jacksmith Ave SE,
Grand Rapids, MI 49546
6:30 PM
View Map and Directions

Details:
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

October 23, 2026
October 24, 2026
October 25, 2026
October 26, 2026
October 27, 2026 (1 event)


October 27, 2026

Location:
Salt & Pepper
11539 E Lakewood Blvd
Holland, MI 49424
6:00 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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

October 28, 2026 (1 event)


October 28, 2026

Location:
BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
6:30 PM
View Map and Directions

What You'll Learn at This Event...

  •  How do I figure out when I should start taking my Social Security Benefits?
  •  How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
  •  How can I potentially avoid paying excessive and unnecessary income taxes?

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

October 29, 2026 (1 event)


October 29, 2026

Location:
Cascade Township KDL / Wisner Center
2870 Jacksmith Ave SE,
Grand Rapids, MI 49546
6:30 PM
View Map and Directions

Details:
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!

Coming Soon

October 30, 2026
October 31, 2026
November 1, 2026