Our Calendar of Workshop Events
2025 Retirement workshops:
Spring and Fall sessions were outstanding.​​​
Our dinner workshops on Tax and income planning and mitigation, navigating Tax and Heir preparedness...plus... "will inflation derail your retirement", "will tariffs make it worse" and much more will be for those retirees who have investable assets of at least $750,000 or more (excluding real estate)
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We are a no-obligation source of information
for those who simply want a safe place to ask
questions without feeling they need to become a client. We are passionate
about serving those who are approaching retirement, in retirement or have been on the journey for some time.
Sometimes a simple phone call with our founder can help clarify your concerns.
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Dirk Wall, Founder of Solid Wealth Company: "We use a comprehensive process to help our clients address each of their five key financial concerns:
Making smart decisions about their money,
Mitigating their taxes,
Taking care of their heirs,
Making sure their assets are not unjustly taken and
Magnifying their charitable gifts.