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Take the first step toward reaching your financial goals

 

Get the information that can help you live a confident retirement.

AS A SOLID WEALTH FAMILY, WE MEET TOGETHER AT FUN, INFORMATIONAL OUTINGS DURING THE YEAR.

 

We bring in money managers, financial experts, legal and medical professionals to speak at our client events held throughout the year. We bring in speakers to Lunch and Learn events to cover current topics related to retirement, health care, historical events, travel and anything related to the retirement journey our families are experiencing and always encourage our families to bring a guest!​​​​​​​​​​​

2025

We love to create great learning and social events for our families.  2025 will be no different!   We plan to have a 'cooking' contest, several money managers come to speak, several workshops and some wine tasting events and even a few surprise events at the office.  
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State of the Union Annual Client Event

April 16, 2025  BSU Stueckle Center

This event is the highlight of the year and we had the pleasure of bringing Chris Sleight, CEO of TruAdvice/Bison Wealth in Sarasota to speak.  Great food and fantastic view of the famous BSU Blue Field, wonderful social time and very interesting presentation by Chris regarding Bison Wealth and how the great tools available to us are used in the overall planning for our families.

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2024 Events

History Client Event - September 10th
 

David LeRoy was our speaker and brought a wonderful presentation, in character, of General William Wallace.  General Wallace was a good friend of Abraham Lincoln and took everyone back to the day after Lincoln was shot (April 15, 1865), talked about the events that led up to the shooting but more importantly spoke about the influence Lincoln had in the creation of the state of Idaho, the freeing of slaves and what Lincoln was able to accomplish going into his second term of the Presidency.  

We enjoyed a social hour prior to his presentation and a lovely buffet dinner/dessert following.

Many were intrigued by the history of the Huff building and the Crystal Ballroom.  There is a LOT of history here! 

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Lunch and Learn - May 8th
Our speakers (Christian and Dorn) from Relyea Funeral Chapel in Boise gave us all such insight into the preplanning of final wishes, financial implications, estate issues, answered so many questions and left us with much to think about and  plan.  Goodwood BBQ served a lovely buffet lunch as well!  Our back office partners have the plans, the tools and the knowledge to handle this area of retirement and give you peace of mind about your legacy and heir preparedness.

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LUNCH AND LEARN, MARCH 8TH AT CHANDLER'S RESTAURANT

Ben Johnson from First Trust recently brought an update on the economy and their outlook for 2024 to our families and guests.  Great information, wonderfully delicious lunch and time for Q & A.​

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State of the Union Client Event at BSU  Stueckle Sky Center

February 15, 2024

Clients and guests enjoyed the BSU Stueckle Sky Center, the famous Blue Field (a tour to walk it!) and our speaker, Victor Wilkerson, President of Bison Advisors who not only talked about Bison but talked financial and economic trends and the importance of true retirement planning.  Dinner was truly delicious and, of course, we all had such a great time!

ASK US ANYTHING!

HAVE A FINANCIAL RETIREMENT QUESTION?

NEED A SECOND OPINION?

WANT TO COME IN FOR A COMPLIMENTARY VISIT?

REACH OUT TODAY...

Call us at 208-350-7283

email us at:  team@solidwealthco.com

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CONTACT US

Phone: 208-350-7283
Email: team@solidwealthco.com

OUR LOCATION

1013 E Winding Creek Dr. #102
Eagle, ID  83616
Get Directions

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Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser.  Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors.  All investments contain risks which include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing. Solid Wealth is a DBA of Bison Wealth, LLC. Solid Wealth and Bison are not affiliated. 

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