Our Calendar of Workshop Events
 

2025 Retirement workshops

February 11th and 13th - March 11th and 13th

Future workshops will be posted when dates become available in the fall.

Venue will be announced in the invite.

Dinner workshop on Tax and income planning, heir preparedness, estate planning and

much more.  These workshops will be for those retirees who have investable assets of 

at least $750,000 or more (excluding real estate)

 

However, if you have questions and would like to schedule a complimentary visit or a 15 minutes phone

chat, please call the office at 208-350-7283 or email us at team@solidwealthco.com

We are a good place to "ASK US ANYTHING" when it comes to your retirement journey!

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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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Our families are near to or at retirement age, have investable assets of $1 million or more and wish to work with a

wealth planner covering income planning, safe investments, growth, estate planning, giving and so much more.

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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. 

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We help our clients maximize the probability of achieving everything that is most important to them."

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We consider our clients to be family.  Its about relationship.  Its about integrity.  Its about transparency.