Events in May 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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May 4, 2026
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May 5, 2026(1 event) 6:00 pm: A Social Security Workshop Dinner Location: Dusty's Cellar & Wine Bar
1839 W Grand River Ave Okemos, MI 48864 6:00 PM 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 |
May 6, 2026(1 event) 6:30 pm: A Social Security Workshop Dinner Location: Dusty's Cellar & Wine Bar
1839 W Grand River Ave Okemos, MI 48864 6:30 PM 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 |
May 7, 2026
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May 8, 2026
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May 9, 2026
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May 10, 2026
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May 11, 2026
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May 12, 2026(1 event) 6:30 pm: Maximizing Social Security - Sand Lake Location: What You'll Learn at This Event... Why You Need to Attend This Event... We help our clients build their retirement income plans and watch them retire successfully from the effort. REGISTER HERE |
May 13, 2026
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May 14, 2026
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May 15, 2026
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May 16, 2026
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May 17, 2026
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May 18, 2026
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May 19, 2026(1 event) 6:00 pm: Maximizing Social Security - Grand Rapids 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. Registration Here |
May 20, 2026(2 events) 6:00 pm: A Social Security Workshop Dinner - Stanwood Location: Antlers Fireside Grill
10107 Buchanan Rd Stanwood, MI 49346 6:00 PM 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 HERE6:00 pm: Maximizing Social Security - Kalamazoo 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. Registration Here |
May 21, 2026(1 event) 6:30 pm: A Social Security Workshop Dinner - Stanwood 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 |
May 22, 2026
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May 23, 2026
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May 24, 2026
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May 25, 2026
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May 26, 2026(3 events) 6:00 pm: A Social Security Workshop Dinner - Grand Rapids Location: Founders Brewing Company
235 Cesar E. Chavez Ave SW Grand Rapids, MI 49503 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.
REGISTER HERE6:00 pm: A Social Security Workshop Dinner - Kalamazoo 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 HERE6:00 pm: A Social Security Workshop Dinner - Spring Lake Location: Two Tonys Italian Kitchen & Wine Bar
723 E Savidge St Spring Lake, MI 49456 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.
REGISTER HERE |
May 27, 2026(2 events) 6:30 pm: A Social Security Workshop Dinner - Grand Rapids Location: Founders Brewing Company
235 Cesar E. Chavez Ave SW Grand Rapids, MI 49503 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.
REGISTER HERE6:30 pm: A Social Security Workshop Dinner - Kalamazoo 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 |
May 28, 2026(2 events) 6:00 pm: Maximizing Social Security - Grand Rapids Location: Plainfield Township KDL 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: A Social Security Workshop Dinner - Spring Lake Location: Two Tonys Italian Kitchen & Wine Bar
723 E Savidge St Spring Lake, MI 49456 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.
REGISTER HERE |
May 29, 2026
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May 30, 2026
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May 31, 2026
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