Events
Upcoming Events
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.
September 25, 2022
12:00p - 4:00p
Columbus County Park Pavilion
Past Events
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.