My CalendarKirby Mack2024-10-25T14:34:24+00:00

Maximizing Social Security - Kalamazoo

6:00 pm
July 7, 2026

Location:
Oshtemo Branch Library
7265 W Main Street
Kalamazoo, Michigan 49009
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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

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2610 Horizon Dr SE #110,
Grand Rapids, MI 49546

(616) 965-6275

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through SBC Financial. SBC Financial is a separate and unaffiliated entity from Simplicity Wealth.

Our A+ rating from the Better Business Bureau (BBB) was awarded on 6/15/2015 and is based on a review of our business’s complaint history and operational standards. The BBB rating is a measure of general business practices and is not an endorsement or evaluation of the investment performance or quality of investment advice we provide to clients. The firm is a BBB Accredited Business and pays an annual fee to the BBB to maintain that accreditation.

Maximizing Social Security - Kalamazoo

What You'll Learn at This Event...

Why You Need to Attend This Event...

Register Here

Don’t Leave Your Legacy to Chance

Schedule Your Complimentary Review

Gold Medal Services

Onboarding

Solutions

The Discovery Process

Lowering Taxes On Investments And Income

Income Planning Focus And Clarity

Social Security Planning

Our Client Experience