Events in August 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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August 3, 2026
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August 4, 2026(1 event) 6:00 pm: A Social Security Workshop Dinner - Holland 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 |
August 5, 2026(1 event) 6:30 pm: A Social Security Workshop Dinner - Holland 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 |
August 6, 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 |
August 7, 2026
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August 8, 2026
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August 9, 2026
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August 10, 2026
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August 11, 2026
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August 12, 2026(1 event) 6:00 pm: Estate Planning - Grandville 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 |
August 13, 2026(1 event) 6:30 pm: Estate Planning - Grandville 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 |
August 14, 2026
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August 15, 2026
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August 16, 2026
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August 17, 2026
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August 18, 2026(1 event) 6:00 pm: Maximizing Social Security - East 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 |
August 19, 2026(2 events) 6:00 pm: Estate Planning - Grand Rapids 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: Maximizing Social Security - East 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 |
August 20, 2026(1 event) 6:30 pm: Estate Planning - Grand Rapids 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 |
August 21, 2026
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August 22, 2026
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August 23, 2026
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August 24, 2026
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August 25, 2026(1 event) 6:00 pm: A Social Security Workshop Dinner - 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. Register Here |
August 26, 2026(2 events) 6:00 pm: Maximizing Social Security - Allegan Location: Details: 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 Here6:30 pm: A Social Security Workshop Dinner - 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. Register Here |
August 27, 2026(1 event) 6:00 pm: Maximizing Social Security - Allegan Location: Details: 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 |
August 28, 2026
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August 29, 2026
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August 30, 2026
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August 31, 2026
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September 1, 2026(1 event) 6:00 pm: Maximizing Social Security - Haslett Location: Details: 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 |
September 2, 2026(1 event) 6:00 pm: Maximizing Social Security - Haslett Location: Details: 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 |
September 3, 2026
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September 4, 2026
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September 5, 2026
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September 6, 2026
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