Events in December 2025

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
December 1, 2025
December 2, 2025(2 events)

6:00 pm: Maximizing Social Security


December 2, 2025

Location:
Kalamazoo Public Library - Oshtemo Branch
7265 W Main St, Kalamazoo, MI 49009

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

 

6:30 pm: Maximizing Social Security


December 2, 2025

Location:
Comstock Park Library
3943 W River Dr NE
Comstock Park, MI 49321

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

 

December 3, 2025(2 events)

6:00 pm: A Social Security Workshop Dinner


December 3, 2025

Location:

BOLD Restaurant
6915 W Q Ave
Kalamazoo, MI 49009

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: Maximizing Social Security


December 3, 2025

Location:
Kent District Library Grandville Branch
4055 Maple Street SW
Grandville, MI 49418

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

 

December 4, 2025
December 5, 2025
December 6, 2025
December 7, 2025
December 8, 2025
December 9, 2025
December 10, 2025(1 event)

6:30 pm: Maximizing Social Security


December 10, 2025

Location:
Kent District Library Grandville Branch
4055 Maple Street SW
Grandville, MI 49418

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

 

December 11, 2025
December 12, 2025
December 13, 2025
December 14, 2025
December 15, 2025
December 16, 2025(1 event)

6:00 pm: A Social Security Workshop Dinner


December 16, 2025

Location:

Bay Pointe Woods
5100 Oarie Dr
Shelbyville, MI 49344

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

December 17, 2025(1 event)

6:30 pm: A Social Security Workshop Dinner


December 17, 2025

Location:

Bay Pointe Woods
5100 Oarie Dr
Shelbyville, MI 49344

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

December 18, 2025
December 19, 2025
December 20, 2025
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December 31, 2025
January 1, 2026
January 2, 2026
January 3, 2026
January 4, 2026