Estate Planning & Surviving Your Retirement
April 28, 2026
Location:
Rio Grande Steak House
5501 Northland Dr NE
Grand Rapids, MI 49525
6:00 PM
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.
