Events
Medicare Made Simple with Rebecca Artz
Join Rebecca Artz for a Medicare 101 Educational Seminar—designed to make Medicare simple, clear, and far less overwhelming.
Whether you’re turning 65, already on Medicare, or helping a spouse or loved one, this session will walk through the basics of Medicare Parts A, B, C, and D, enrollment timelines, and common mistakes to avoid so you can feel confident in your decisions.
This seminar is held on the second Saturday of each month 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.
Medicare Annual Enrollment Period
Every year from October 15 – December 7, Medicare beneficiaries have the opportunity to review and change their coverage. During this time, you can switch Medicare Advantage Plans, update your Prescription Drug Plan, or return to Original Medicare. Reviewing your plan ensures you have the coverage and costs that best fit your needs for the coming year.
Estate Planning Seminar
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. Martin, J.D. and Chico S. Obande, J.D. on February 25, 2025 from 6 pm to 8pm
Fetzer Center
2251 Business Ct Kalamazoo MI 49008
Call to RSVP 269-629-5410
Allegan Medicare 101
April 25 2025
Time: 6PM-7PM
Allegan District Library
331 Hubbard St Allegan MI 49010
Rebecca will be hosting an educational seminar answering your questions about Medicare basics such as enrollments and plan options.
Social Security Educational Dinner
May 8th 2024 at Martell's in Kalamazoo. We discussed a few of the options retirees have when collecting their social security benefit. We discussed how early filing locks in permanently reduced payments for you and potentially for your surviving spouse, costing thousands in missed benefits over your lifetime. We can complete a break-even analysis to compare filing options.
Tax Planning Client Appreciation
April 22, 2023
9am and 11am
Roxy's Breakfast and Lunch
4010 Gull Road
Kalamazoo, MI 49048
We will be helping clients and retirees better understand the 2023 current tax rates and tax backets. We will better understand 10 tax tips which could potentially reduce your taxes. You will leave better understanding the new Secure act legislation affecting IRAs and retirement accounts.
Richland Backyard BBQ
August 2023
We love to spend time with our clients and meet their families. We host an annual backyard barbeque at the office. We would love if you could stop by and spend time with us. Invite friends and family!
Snow Cones
This is Rebecca and her oldest son Jackson enjoying red and blue snowcones.
Games
We enjoyed many carnival games and being silly
Face Painting
A wonderful client volunteered to facepaint for all the kids! They loved it.
Family
We want you to meet our whole family. Our values shine through. We love to meet your family as well.
Smiles
This is Rebecca's youngest son Noah smiling hard for the camera
Great Clients
We want to see you around the holidays and enjoy the time together.
Great Photos
Remember the holidays with family photos!
Presents from Santa!
It was such a treat for Santa to stop by and drop off presents for all the kids