Events in July 2026
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June 29, 2026
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June 30, 2026(2 events) 6:00 pm: Maximizing Social Security - Kent City 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 Here6:30 pm: Maximizing Social Security - Lansing 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 |
July 1, 2026(1 event) 6:30 pm: Maximizing Social Security - Kent City 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 |
July 2, 2026(1 event) 6:30 pm: How to Escape the Retirement Tax Trap 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:
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
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July 4, 2026
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July 5, 2026
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July 6, 2026
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July 7, 2026(1 event) 6:00 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. Register Here |
July 8, 2026(1 event) 6:00 pm: Estate Planning - Allegan Location: 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:
Register Here |
July 9, 2026(2 events) 6:30 pm: Estate Planning - Allegan Location: 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:
Register Here6:30 pm: How to Escape the Retirement Tax Trap 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:
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. Registration Link Coming Soon |
July 10, 2026
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July 11, 2026
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July 12, 2026
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July 13, 2026
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July 14, 2026(2 events) 6:00 pm: Estate Planning - Kalamazoo Location: 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:
Register Here6:00 pm: Maximizing Social Security - Comstock Park 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 |
July 15, 2026(1 event) 6:30 pm: Estate Planning - Kalamazoo Location: 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:
Register Here |
July 16, 2026(2 events) 6:00 pm: Maximizing Social Security - Comstock Park 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 Here6:30 pm: How to Escape the Retirement Tax Trap 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:
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. Registration Link Coming Soon |
July 17, 2026
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July 18, 2026
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July 19, 2026
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July 20, 2026(1 event) 6:00 pm: Maximizing Social Security - Eastwood KPL 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 |
July 21, 2026(2 events) 1:00 pm: Estate Planning - Byron Center Location: 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:
Register Here6:00 pm: Estate Planning - Byron Center Location: 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:
Register Here |
July 22, 2026(1 event) 6:30 pm: Estate Planning - Byron Center Location: 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:
Register Here |
July 23, 2026(1 event) 6:30 pm: How to Escape the Retirement Tax Trap 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:
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. Registration Link Coming Soon |
July 24, 2026
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July 25, 2026
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July 26, 2026
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July 27, 2026
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July 28, 2026(2 events) 6:00 pm: A Social Security Workshop Dinner - Greenville 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 - Shelbyville 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 |
July 29, 2026(1 event) 6:30 pm: A Social Security Workshop Dinner - Shelbyville 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 |
July 30, 2026(2 events) 6:30 pm: A Social Security Workshop Dinner - Greenville 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 HERE6:30 pm: How to Escape the Retirement Tax Trap 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:
Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. Registration Link Coming Soon |
July 31, 2026
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August 1, 2026
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August 2, 2026
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