Events

Retirement Planning Today Workshop

Retirement Planning Today is a two 3-hour educational course for adults from 50 - 70. This workshop is designed to teach you how to build wealth and align your money with your values to accomplish your retirement goals. The $49.00 registration includes the course textbook, your attendance, one guest, and a one-on-one session with Kimberly S. Strosnider, ChFC.

Food 4 Thought Luncheon - With Guest Speaker Estate Attorney Buzz Suuppi

There will be a Food 4 Thought luncheon on Wednesday. July 26 from 11:30 - 2:30. The presentation regarding estate planning will be by local attorney Buzz Suuppi. Contact Mary at 810-388-9050 with questions and to RSVP by July 20th.

Cinco de Mayo Shred Day & Pet Supply Drive

Join Kim and Mary on Friday, May 5th from 1:00 - 4:00 as we celebrate Cinco de Mayo! Help to protect your identity from theft & fraud by properly disposing of your sensitive documents. This is a free community event but donations to S.N.A.P. (Spay, Neuter, Adopt, and Protect) of St. Clair County are accepted and appreciated. Please limit to four bankers' boxes that cannot be left at the event.

Retirement Planning Today Workshop @ Howard Miller Library

Retirement Planning Today is a two-night 3-hour educational course for adults from 50 - 70. This workshop is designed to teach you how to build wealth and align your money with your values to accomplish your retirement goals. The $49.00 registration includes the course textbook, your attendance, one guest, and an optional one-on-one session with Kimberly S. Strosnider, ChFC.

Social Security Clarity Session

Social Security basics presentation

Demystifying Medicare

This presentation will help you better understand the ins and outs of Medicare!

Be a Blessing to Fur Babies in St. Clair County

Please join Estate & Wealth Management Services as we collect needed supplies for the Humane Society's S.N.A.P. program throughout the month of November.  S.N.A.P. is a NO-kill, 501(c)3 organization, dedicated to a solution to end unwanted/homeless animals in St. Clair county.  Kim & Mary will collect donations during business hours.  Call Mary at 810.388.9050 with any questions.  

CHEESEBURGER IN PARADISE PICNIC ON SUNDAY, SEPTEMBER 25TH!

Retirement Planning Today Workshop @ The Pinnacle Center

Retirement Planning Today is a two 3-hour educational course for adults from 50 - 70. This workshop is designed to teach you how to build wealth and align your money with your values to accomplish your retirement goals. The $49.00 registration includes the course textbook, your attendance, one guest, and an optional one-on-one session with Kimberly S. Strosnider, ChFC.

Social Security Workshop

Social Security Explained tells you what is Social Security, who contributes, when are you eligible, and much more.

Community Shred Day & Food Drive

Community Shred Day & Food Drive at 501 Gratiot. Marysville, MI 48040

EMPOWER YOUR RETIREMENT LAB

How Can You Protect Your Nest Egg From Future Uncertainty? This is where we come in. Empower Your Retirement Lab provides educational information to help you develop a strategy that protects your retirement savings from stock market volatility and other financial uncertainties. You’ll learn easy-to-understand facts about the advantages of converting a portion of your retirement accounts into pension-like retirement income that lasts a lifetime.

EMPOWER YOUR RETIREMENT LAB

How Can You Protect Your Nest Egg From Future Uncertainty? This is where we come in. Empower Your Retirement Lab provides educational information to help you develop a strategy that protects your retirement savings from stock market volatility and other financial uncertainties. You’ll learn easy-to-understand facts about the advantages of converting a portion of your retirement accounts into pension-like retirement income that lasts a lifetime.

Moms' Container Garden Planter Party

Retirement Planning Today Workshop

Retirement Planning Today is a two 3-hour educational course for adults from 50 - 70. This workshop is designed to teach you how to build wealth and align your money with your values to accomplish your retirement goals. The $49.00 registration includes the course textbook, your attendance, one guest, and an optional one-on-one session with Kimberly S. Strosnider, ChFC.

WRAP UP & WINE DOWN EVENT

Please join Estate & Wealth Management Services for our 3rd annual gift wrapping party. Clients bring the presents and boxes while we supply everything else including a glass of wine and appetizers.

Patriotic Potluck Picnic

Kim cordially invites you, your family, grandkids & friends to a RED, WHITE & BLUE patriotic potluck picnic. Estate & Wealth Management Services will provide hot dogs, hamburgers, fixin's, and non-alcoholic beverages.  Please bring a dish or dessert to pass.  

Community Shred Day

Help support SOS Marysville Food Pantry & have your sensitive documents shredded! Please bring in can goods and other non-parishable items for SOS Food Pantry as you have your documents shredded.

Holiday Wrap Party

Your can sip on cocoa & nibble on sweet treats as we help you by wrapping your holiday gifts.