Upcoming Events

Social Security 101: Maximize Your Benefits with Confidence

Join us for a Social Security 101 Educational Workshop—designed to help you make confident, informed decisions about your retirement income.

Whether you’re approaching retirement or simply planning ahead, this session will walk through how Social Security works, when to start benefits, how to maximize your income, and common mistakes to avoid. We’ll also cover how Social Security fits into your overall financial plan so you can make the most of what you’ve earned.

This workshop is held every other month on the second Saturday at 11:00 AM, and you’re welcome to attend in person at our office for a more personal, interactive experience, or join online via a live webinar from the comfort of your home.

This is a no-cost, educational event focused on helping you understand your options and ask questions in a relaxed, pressure-free setting.

Register Here

Past Events

Mission Retirement 9AM

Mission Retirement: Finding Meaning Beyond the Numbers
Join us on October 11th at Roxy’s Breakfast & Lunch for a thoughtful conversation on life after work. Together, we’ll explore important questions many retirees face: What will I do with my time? How can I make retirement more meaningful and fulfilling? How do I re-energize this new stage of life and avoid boredom or loneliness? Enjoy a warm meal and engaging discussion designed to help you shape a retirement that’s not just financially secure, but truly rewarding.

RSVP

Mission Retirement 11AM

Mission Retirement: Finding Meaning Beyond the Numbers
Join us on October 11th at Roxy’s Breakfast & Lunch for a thoughtful conversation on life after work. Together, we’ll explore important questions many retirees face: What will I do with my time? How can I make retirement more meaningful and fulfilling? How do I re-energize this new stage of life and avoid boredom or loneliness? Enjoy a warm meal and engaging discussion designed to help you shape a retirement that’s not just financially secure, but truly rewarding.

RSVP

The Importance of Estate Planning

Willis Law and Kiss Financial invite you to join us for a seminar on Securing your Legacy: The Importance of Estate Planning by Willis Law Attorneys Davis C. Marting, J.D. and Chico S. Obande, J.D.

February 25, 2025

6PM-8PM

Fetzer Center

2251 Bsuiness Ct Kalamazoo MI 49008

CALL TO RSVP

Behavorial Finance and Emotional Intelligence

Corby will be hosting a presentation discussing behavorial finance and emotional intelligence. We will discuss how to react to news, media or politics. Discussion behind being afraid or fearful when the stock market is volatile. How do we control our emotions or are we being controlled by emotions?

When: April 20th 2025

Time: 10am to 12pm

Where: Roxy's Breakfast

4010 Gull Road Kalamazoo MI 49028