Office One

675 Gratiot Blvd., Ste. 1

Marysville, MI 48040

Office Two

1354 Baldwin Street

Suite 102

Jenison, MI 49428

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

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.

August 11, 2022

6:00p - 9:00p

Blue Water Convention Center

Retirement Planning Today Workshop (copy)

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 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.

Event Registration