Events in March 2026

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
February 23, 2026
February 24, 2026(1 event)

6:30 pm: A Social Security Workshop Dinner


February 24, 2026

Location:

Rio Grande Steak House
5501 Northland Dr NE
Grand Rapids, MI 49525

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
February 25, 2026
February 26, 2026
February 27, 2026
February 28, 2026
March 1, 2026
March 2, 2026
March 3, 2026(1 event)

6:00 pm: A Social Security Workshop Dinner


March 3, 2026

Location:
Martell's
3501 Greenleaf Blvd
Kalamazoo, MI 49008

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
March 4, 2026(1 event)

6:30 pm: A Social Security Workshop Dinner


March 4, 2026

Location:
Martell's
3501 Greenleaf Blvd
Kalamazoo, MI 49008

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
March 5, 2026(1 event)

6:00 pm: Social Security 101


March 5, 2026

Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508

For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.

Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.

  • When can I—and when should I—start receiving my benefits?
  • Upcoming changes to Social Security and its long-term sustainability.
  • How to reduce taxes on your Social Security after you start receiving benefits.
  • When your spouse can collect spousal benefits and how to avoid missing out.
  • How to coordinate Social Security with Medicare, Disability, and other income.
  • How to choose between taking benefits early versus delaying for a higher payout.
  • What the biggest risk in retirement is and how to plan for inflation.
  • What happens if you make a mistake and what factors will reduce your benefits.

REGISTER HERE
March 6, 2026
March 7, 2026
March 8, 2026
March 9, 2026
March 10, 2026(2 events)

6:00 pm: A Social Security Workshop Dinner


March 10, 2026

Location:
Salt & Pepper
11539 E Lakewood Blvd
Holland, MI 49424

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: Social Security 101


March 10, 2026

Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508

For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.

Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.

  • When can I—and when should I—start receiving my benefits?
  • Upcoming changes to Social Security and its long-term sustainability.
  • How to reduce taxes on your Social Security after you start receiving benefits.
  • When your spouse can collect spousal benefits and how to avoid missing out.
  • How to coordinate Social Security with Medicare, Disability, and other income.
  • How to choose between taking benefits early versus delaying for a higher payout.
  • What the biggest risk in retirement is and how to plan for inflation.
  • What happens if you make a mistake and what factors will reduce your benefits.

REGISTER HERE
March 11, 2026(1 event)

6:30 pm: A Social Security Workshop Dinner


March 11, 2026

Location:
Salt & Pepper
11539 E Lakewood Blvd
Holland, MI 49424

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
March 12, 2026
March 13, 2026
March 14, 2026
March 15, 2026
March 16, 2026
March 17, 2026
March 18, 2026(1 event)

6:00 pm: A Social Security Workshop Dinner


March 18, 2026

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
March 19, 2026(1 event)

6:30 pm: A Social Security Workshop Dinner


March 19, 2026

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
March 20, 2026
March 21, 2026
March 22, 2026
March 23, 2026
March 24, 2026(2 events)

6:00 pm: A Social Security Workshop Dinner


March 24, 2026

Location:
Mitchell's Seafood House
2975 Preyde Blvd
Lansing, MI 48912

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: Social Security 101


March 24, 2026

Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508

For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.

Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.

  • When can I—and when should I—start receiving my benefits?
  • Upcoming changes to Social Security and its long-term sustainability.
  • How to reduce taxes on your Social Security after you start receiving benefits.
  • When your spouse can collect spousal benefits and how to avoid missing out.
  • How to coordinate Social Security with Medicare, Disability, and other income.
  • How to choose between taking benefits early versus delaying for a higher payout.
  • What the biggest risk in retirement is and how to plan for inflation.
  • What happens if you make a mistake and what factors will reduce your benefits.

REGISTER HERE
March 25, 2026(2 events)

6:30 pm: A Social Security Workshop Dinner


March 25, 2026

Location:
Mitchell's Seafood House
2975 Preyde Blvd
Lansing, MI 48912

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: Social Security 101


March 25, 2026

Location:
Richard L. Root Kentwood Branch Library
4950 Breton Rd SE
Kentwood, MI 49508

For most Americans, Social Security makes up a significant piece of their retirement, with the value of a stream of monthly payments often exceeding $1 million for a married couple. Because of this, it is critical to have a plan and a strategy before you ever decide to turn on your benefits.

Come and learn more at this workshop dedicated to helping you formulate a plan and a strategy. This educational event will cover the essential mechanics of Social Security and reveal the latest strategies for maximizing your retirement income.

  • When can I—and when should I—start receiving my benefits?
  • Upcoming changes to Social Security and its long-term sustainability.
  • How to reduce taxes on your Social Security after you start receiving benefits.
  • When your spouse can collect spousal benefits and how to avoid missing out.
  • How to coordinate Social Security with Medicare, Disability, and other income.
  • How to choose between taking benefits early versus delaying for a higher payout.
  • What the biggest risk in retirement is and how to plan for inflation.
  • What happens if you make a mistake and what factors will reduce your benefits.

REGISTER HERE
March 26, 2026
March 27, 2026
March 28, 2026
March 29, 2026
March 30, 2026
March 31, 2026(1 event)

6:30 pm: Maximizing Social Security Workshop


March 31, 2026

What You Need to Know to Help Get the Most Out of Your Benefit

Location: Kentwood Library
4950 Breton Road Southeast
Kentwood, MI 49512

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
April 1, 2026(1 event)

6:00 pm: A Social Security Workshop Dinner


April 1, 2026

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
April 2, 2026(1 event)

6:30 pm: A Social Security Workshop Dinner


April 2, 2026

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
April 3, 2026
April 4, 2026
April 5, 2026