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Hosted by Sneller Financial Services, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.
Live Events
Events in April–May 2026
April 30, 2026 (1 event)
April 30, 2026Location:
Lake Orion High School
495 E. Scripps Rd
Orion, MI 48360Date and Time:
Thursday, April 30th, 2026 @ 6:30 PMWhat to Expect:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
Register Here
May 5, 2026 (1 event)
May 5, 2026Location:
Lake Orion High School
495 E. Scripps Rd
Orion, MI 48360Date and Time:
Tuesday, May 5th, 2026 @ 6:30 PMWhat to Expect:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
Register Here
May 28, 2026 (1 event)
May 28, 2026Location:
White Lake Township Library
11005 Elizabeth Lake Rd
White Lake, MI 48386Date and Time:
Thursday, May 28th. 2026 @ 6:00 PMDuring this retirement course, you will discover:
• Introduction to retirement and how the retirement savings landscape has changed
• The potential major risk to your retirement including living longer than you planned, Social Security, healthcare expenses, inflation, and more.
• The 4 major factors (time, wealth, interest rates, and consumption) that determine how to calculate the amount you will need in retirement
• A disciplined approach to maximize your retirement nest egg
• A risk managed approach to investing in retirement.
• And much more!
Seating is limited - reserve your spot today!
Webinars
Events in April–May 2026
- There are no events scheduled during these dates.
