Complimentary Lunch Event at Sunnybrook Country Club in Grandville, MI

Strategies to Protect and Grow Your Retirement Income

Lunch Event Details:

Location: Sunnybrook Country Club

Date: Wednesday, March 13th

Time: 11:00 AM

Address: 624 Port Sheldon St SW; Grandville, MI 49418

Seating is limited. A complimentary meal will be served.
Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop with Complimentary Lunch that will provide you with critical information to help you understand how to protect and grow your Retirement Income Planning. After this class, you’ll be able to make informed decisions about your retirement and understand how your current choices can help keep you financially comfortable for the rest of your life.

What we’ll cover:

  • How to protect and grow your retirement income at the same time.
  • How a proper comprehensive estate plan may minimize or eliminate estate taxes, save time, and leave more money to your heirs.
  • The three basic retirement nest egg accounts.
  • How to accumulate dollars in the right types of accounts for future retirement income.
  • Tax-deferred vs. tax-free accounts: Which one is right for you?
  • How to define a “true” tax-free investment.
  • Strategies to reduce or eliminate taxes in retirement.
  • Strategies to protect your hard-earned retirement nest egg.
  • Social Security timing and claiming strategies to help maximize your benefits.


And much more!

Complimentary Lunch Registration

Seating is limited. Sign up today to guarantee your seat(s)!

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
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About Your Presenter

Benjamin Smith

Tyler, Curtis, and Ben are local retirement specialists and licensed insurance professionals. They have over 26 years of combined experience in the industry and are highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes. We have a unique team approach that allows our team of experts to help you with all your financial needs.

Curtis is the founder of Security Benefits Center. In 2011, he qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. He was recognized for being in the top 5% of all producing agents and when first qualified; the youngest ever to achieve this award.

When it comes to financial/retirement planning, no individual wants to feel forced into a cookie-cutter type of investment environment. You want to work with a professional who takes time to understand how you feel about your specific financial situation, and learn your goals five, ten or even twenty years down the road.

At Security Benefits Center, we believe in the power of being independent. Because we do not handle any proprietary financial products, we can be unbiased when recommending investments for your benefit. Asset-Allocation and the use of tactical investments are at the core of the risk/reward valuation for investors. The goal is finding current financial opportunities matching the individual’s needs – not the other way around. We also use various insurance strategies to potentially hedge against market volatility.

You will be glad you did not miss this opportunity to hear one of Grand Rapids’ most entertaining and informative speakers!

Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Who should attend?

The short answer, anyone who is planning to enter retirement in the next five years.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration?

The Presenter is not affiliated with the Social Security administration or any other government agency

Security Benefits Center offers Investment Advisory Services through IAMS Wealth Management, LLC (Omaha, NE 888-255-7670), an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management, LLC and its Advisors do not render tax, legal, or accounting advice. Security Benefits Center is not a Registered Investment Advisor and is not an affiliate of IAMS Wealth Management, LLC.