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ChoiceOne Investment Center

Workshops & Upcoming Events!


Estate & Tax Planning Workshop

  • March 26th at 6pm & March 27th at 7:30am

SHRED Your Documents for FREE!

Representatives will be available to answer paper retention questions

  • April 18th, 9am – 11am at the Newaygo ChoiceOne Bank
  • April 25th, 9am – 11am at the Sparta Main ChoiceOne Bank

Investing 102 Workshop

  • May 19th at 6pm

Women & Investing Workshop

  • October 20th at 6pm

~ Please call our office and RSVP to the workshops one week prior to the scheduled date. Space is limited. ~

 If you have any questions or would like to recommend a workshop please contact

Kathy Lothschutz at 616-678-4961 or


As part of our continued commitment to better inform and educate our clients and prospective clients, ChoiceOne Investment Center will be offering a series of workshops and events throughout the year. We invite you and a guest to take part!

All workshops will be hosted by Registered Investment Advisor Representatives Randy Schmidt, CFP®, RFC and Kelly Potes, CFP®.