Events

Learn More

Events

Integrity Financial Service workshops are educational sessions for people approaching or living in retirement. Topics may include Social Security choices, retirement income, estate planning, asset protection, tax-aware decisions, and risks that can affect long-term financial confidence.

When a workshop is scheduled, this page will list the date, time, location, and reservation details. Sessions are designed to make planning topics easier to understand before you make important decisions, and spouses are encouraged to attend when an event is available.

No workshop is currently scheduled. To ask about future sessions, call 616-719-1979 or email dstanley@integrityfinancialservicellc.com. You can also use the Contact page to start a planning conversation with the office.

Events are intended for education first, with time for practical questions about how retirement income, protection strategies, Social Security, and estate planning concerns may affect your own financial plan.

Past seminar topics have focused on practical retirement questions: how income sources fit together, how market volatility may affect withdrawals, how beneficiary and estate decisions should be reviewed, and what steps can help protect a household from avoidable financial surprises.