Events in June 2026

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
June 1, 2026
June 2, 2026(1 event)

6:00 pm: Estate Planning & Surviving Your Retirement - Lansing


June 2, 2026

Location:

Cooper’s Hawk
2101 Lake Lansing Rd
Lansing, MI 48912
View Map and Directions

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

June 3, 2026(1 event)

6:30 pm: Estate Planning & Surviving Your Retirement - Lansing


June 3, 2026

Location:

Cooper’s Hawk
2101 Lake Lansing Rd
Lansing, MI 48912
View Map and Directions

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

June 4, 2026(2 events)

6:30 pm: How to Escape the Retirement Tax Trap


June 4, 2026

Taxes 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

6:30 pm: Maximizing Social Security - Kent City


June 4, 2026

Location:

Tyrone Township Offices
28 East Muskegon Street
Kent City, MI 49330
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

June 5, 2026
June 6, 2026
June 7, 2026
June 8, 2026
June 9, 2026
June 10, 2026(2 events)

6:00 pm: A Social Security Workshop Dinner - Holland


June 10, 2026

Location:

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

 

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

6:00 pm: A Social Security Workshop Dinner - Lansing


June 10, 2026

Location:

Capital Prime
2324 Showtime Dr
Lansing, MI 48912
6:00 PM
View Maps and Directions

 

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

June 11, 2026(4 events)

6:30 pm: A Social Security Workshop Dinner - Holland


June 11, 2026

Location:

Salt & Pepper
11539 E Lakewood Blvd
Holland, MI 49424
6:30 PM
View Map and Directions

 

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

6:30 pm: A Social Security Workshop Dinner - Lansing


June 11, 2026

Location:

Capital Prime
2324 Showtime Dr
Lansing, MI 48912
6:30 PM
View Map and Directions

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

6:30 pm: How to Escape the Retirement Tax Trap


June 11, 2026

Taxes 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

6:30 pm: Maximizing Social Security - Zeeland


June 11, 2026

Location:

Howard Miller Community Center - Banquet Room
14 S Church St,
Zeeland, MI 49464
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.

Click Here To Register

June 12, 2026
June 13, 2026
June 14, 2026
June 15, 2026
June 16, 2026
June 17, 2026(1 event)

6:00 pm: Estate Planning & Surviving Your Retirement - Kalamazoo


June 17, 2026

Location:

Martell's
3501 Greenleaf Blvd
Kalamazoo, MI 49008
6:00 PM
View Map and Directions

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

June 18, 2026(2 events)

6:30 pm: How to Escape the Retirement Tax Trap


June 18, 2026

Taxes 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

6:30 pm: Maximizing Social Security - Ada


June 18, 2026

Location:

Amy Van Andel KDL (Room 1)
7215 Headley Street Southeast Unit 309
Forest Hills, MI 49301
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.

Registration Here

June 19, 2026
June 20, 2026
June 21, 2026
June 22, 2026
June 23, 2026(1 event)

6:00 pm: Estate Planning - Lansing


June 23, 2026

Location:
South Lansing - Capital Area District Library
3500 S Cedar St
Lansing, MI 48910
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

June 24, 2026(2 events)

6:30 pm: A Social Security Workshop Dinner - Kalamazoo


June 24, 2026

Location:

BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
View Map and Directions

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

6:30 pm: Estate Planning & Surviving Your Retirement - Kalamazoo


June 24, 2026

Location:

Martell's
3501 Greenleaf Blvd
Kalamazoo, MI 49008
6:30 PM
View Map and Directions

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

June 25, 2026(3 events)

6:00 pm: A Social Security Workshop Dinner - Kalamazoo


June 25, 2026

Location:

BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009
View Map and Directions

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

6:30 pm: Estate Planning - Lansing


June 25, 2026

Location:
South Lansing - Capital Area District Library
3500 S Cedar St
Lansing, MI 48910
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

6:30 pm: How to Escape the Retirement Tax Trap


June 25, 2026

Taxes 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

June 26, 2026
June 27, 2026
June 28, 2026
June 29, 2026
June 30, 2026(2 events)

6:00 pm: Maximizing Social Security - Kent City


June 30, 2026

Location:
Tyrone Township Offices
28 E Muskegon St
Kent City, MI 49330
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.

Registration Here

6:30 pm: Maximizing Social Security - Lansing


June 30, 2026

Location:
Foster Community Center
200 North Foster Avenue
Lansing, MI 48912
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

July 1, 2026(1 event)

6:30 pm: Maximizing Social Security - Kent City


July 1, 2026

Location:
Tyrone Township Offices
28 E Muskegon St
Kent City, MI 49330
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.

Registration Here

July 2, 2026(1 event)

6:30 pm: How to Escape the Retirement Tax Trap


July 2, 2026

Taxes 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.

Registration Link Coming Soon

July 3, 2026
July 4, 2026
July 5, 2026