Events in April 2026
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March 30, 2026
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March 31, 2026(2 events) 6:30 pm: Maximizing Social Security Location: Richard L Root KDL
4950 Breton Road Southeast Kentwood, MI 49512 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 HERE6:30 pm: Maximizing Social Security Workshop What You Need to Know to Help Get the Most Out of Your Benefit Location: Kentwood Library 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. CLICK HERE TO REGISTER |
April 1, 2026(1 event) 6:00 pm: A Social Security Workshop Dinner Location: 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.
REGISTER HERE |
April 2, 2026(1 event) 6:30 pm: A Social Security Workshop Dinner Location: 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.
REGISTER HERE |
April 3, 2026
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April 4, 2026
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April 5, 2026
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April 6, 2026
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April 7, 2026
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April 8, 2026
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April 9, 2026(1 event) 6:30 pm: Maximizing Social Security Location: East Lansing Hannah Community Center
819 Abbot Road East Lansing, MI 48823 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 |
April 10, 2026
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April 11, 2026
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April 12, 2026
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April 13, 2026
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April 14, 2026(1 event) 6:00 pm: Social Security 101 Location: 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.
REGISTER HERE |
April 15, 2026(1 event) 6:30 pm: Social Security 101 Location: 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.
REGISTER HERE |
April 16, 2026
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April 17, 2026
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April 18, 2026
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April 19, 2026
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April 20, 2026
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April 21, 2026(1 event) 6:30 pm: Maximizing Social Security Location: 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, 2026(2 events) 6:30 pm: Maximizing Social Security Location: 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 Here6:30 pm: Maximizing Social Security Location: 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 23, 2026(1 event) 6:30 pm: Estate Planning & Surviving Your Retirement Location: Capital Prime
2324 Showtime Dr Lansing, MI 48912 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 |
April 24, 2026
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April 25, 2026
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April 26, 2026
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April 27, 2026
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April 28, 2026(1 event) 6:00 pm: Estate Planning & Surviving Your Retirement Location:
Rio Grande Steak House
5501 Northland Dr NE Grand Rapids, MI 49525 6:00 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 |
April 29, 2026(1 event) 6:00 pm: Estate Planning & Surviving Your Retirement Location: Capital Prime
2324 Showtime Dr Lansing, MI 48912 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 |
April 30, 2026(1 event) 6:30 pm: Estate Planning & Surviving Your Retirement Location: 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 |
May 1, 2026
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May 2, 2026
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May 3, 2026
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