Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 17 - August 29, 2023
6:00p - 9:00p
Grand Rapids Community College - Lakeshore Campus
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.
July 26, 2023
11:30a - 2:30p
Venue 1112
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.
May 5, 2023
1:00p - 4:00p
Estate & Wealth Management Services
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.
February 28, 2023 - March 9, 2023
6:00p - 6:00p
Howard Miller Library & Community Center
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.
January 19, 2023
6:30p - 7:30p
St. Clair County Library - Main Branch
Social Security Clarity Session
Social Security basics presentation
January 12, 2023
6:30p - 7:30p
St. Clair County Library - Main Branch
Demystifying Medicare
This presentation will help you better understand the ins and outs of Medicare!
October 31, 2022 - November 21, 2022
9:00a - 10:00a
Estate & Wealth Management Services - Marysville
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.
September 25, 2022
12:00p - 4:00p
Columbus County Park Pavilion
September 13, 2022
6:00p - 9:00p
The Pinnacle Center
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.
July 12, 2022
6:30p - 8:00p
Marysville Public Library - Community Room
Social Security Workshop
Social Security Explained tells you what is Social Security, who contributes, when are you eligible, and much more.
June 3, 2022
11:00a - 2:00p
INSURANCE SHOPPERS AGENCY
Community Shred Day & Food Drive
Community Shred Day & Food Drive at 501 Gratiot. Marysville, MI 48040
May 19, 2022
6:30p - 7:30p
Venue 1112
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.
May 17, 2022
6:30p - 7:30p
Venue 1112
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.
May 6, 2022
11:00a - 3:00p
Venue 1112
April 26, 2022
6:00p - 9:00p
Double Tree by Hilton
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.
December 19, 2021
1:00p - 5:00p
Wrap Up & Wine Down Party
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.
September 26, 2021
12:00p - 4:00p
Columbus County Park Pavilion
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.
June 11, 2021
11:00a - 2:00p
Community Shred Day Supporting Marysville Food Pantry
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.
December 8, 2019
12:00p - 4:00p
Estate & Wealth Management Services Office
Holiday Wrap Party
Your can sip on cocoa & nibble on sweet treats as we help you by wrapping your holiday gifts.