Timely Event at Portage District Library in Portage, MI
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Increase Your Retirement Income
Event Details
Portage District Library
300 Library Ln, Portage, MI 49002
Event Options:
– Thursday, April 9 at 6:30 p.m.
Seating is limited and there is no charge to attend.
Do you have a plan to help maximize your Social Security benefits? Join us for an informative and interactive event at Portage District Library where we will discuss the following important topics:
- What’s new and changing for Social Security in 2026.
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This interactive event combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits¹
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Hosts
Kimberly Strosnider, Estate and Wealth Management Services, LLC
Kimberly Strosnider has been helping people make sound financial decisions based on facts and not opinions through seminars and workshops like this one. She has had extensive training in the Insurance and Investment field since 1980 and has received numerous awards for Excellence in Financial and Insurance Services. She is also the founder of Estate and Wealth Management Services and is a Chartered Financial Consultant (ChFC®️) and holds a Securities license through Foundation Investments Advisors.
Kimberly lives in Jenison, Michigan with her husband, Rick. She has two daughters: Janie, who lives in Grand Rapids with her husband Jerry, their daughters Relena and Raya, and son Jaxon; and Sydney, who lives in Hudsonville with her husband Aaron, their daughter Phoebe, and dog, Graham. Kim is proud of her daughters’ accomplishments toward a happy and successful life.
Kimberly is just as interested in seeing that you have a happy and successful retirement life. She looks forward to meeting you and sharing timely and accurate information to help you make choices appropriate to your financial status and personal beliefs.
Jerry Nalongsakda, Estate and Wealth Management Services, LLC
Jerry Nalongsakda is the newest member of the Estate & Wealth Management Services team, joining as a Licensed Insurance Agent. His parents came to the United States in pursuit of the American Dream, and Jerry has spent his life working hard to honor that journey. After a successful 20‑year career with Royal Technologies, he realized he wanted more than a job — he wanted a meaningful career that aligned with his values and long‑term goals. That desire for purpose led him to this new chapter, where he can continue providing for his wife, Janie, and their children, Relena, Raya, and Jaxon, while staying deeply connected to what matters most to him: family.
In his spare time, Jerry enjoys golf, attending Home Depot’s kids’ workshops with his son, participating in the local Daddy‑Daughter Time group, and diving into his passion for rest-mod automotive projects. He is an excellent cook, that brings others together through great food.
© 2026 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/oact/quickcalc/early_late.html
This content is for general information purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. This is not endorsed or affiliated with the Social Security Administration or any U. S. government agency. This is not endorsed by the U. S. government or associated with any federal Medicare program.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.