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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!​​​​​​​​​​​
COMING IN 2025
We love to create great learning and social events for our families. 2025 will be no different! Our annual State of the Union will be in April. 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. Check back in January for a schedule of events and 'save the dates' for your calendar!
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Client Events for 2024
OPEN HOUSE - November 7th
What a great time to enjoy not only some great appetizers and beverages BUT to meet and greet everyone who came to our new building! Since moving in August, we have completed 90% of all work spaces. Great suggestions on what to do with our big gathering room that all can enjoy in the next few months. Thank you to our vendors and suppliers for such great food and drink!
Look for more events as we begin 2025!
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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!
Events from 2023
October 2023 - Fall History Client/Guest Event - Basque Culture
We enjoyed a presentation by staff at the Basque Museum, dancing with the Oinkari Basque Dancers and a family style dinner catered by Leku Ona Restaurant. What a great time!
June 2023 - Estate Planning/Heir Preparedness/Trusts vs Wills
An evening with Attorney Jeremy Andrews and Dirk Wall. Great workshop with a ton of information for
those who do not have a Trust/Will, how to do Heir preparedness,
have no set plans for their Estate or how to choose an Executor. This was guest night
and we were pleased to welcome them and to have a great Question/Answer session.
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May 2023 - Competitive Cooking Event
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What a great time! We split into teams and took on the challenge of putting together a Greek
themed dinner. Our families and guests worked with Chef Anna at JUMP, had a bit of competition
and we found out who was a great cook! So much fun and everything was tasty!
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April 2023 - Lunch and Learn with First Trust
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Ben Johnson from First Trust covered topics of economic interest, what projections are in play and answered
many questions from our families and guests.
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February 2023 State of the Union Client/Guest Event
What an exciting evening! Our special guest, Brad Wear from Riverfront gave an up-to-the-minute presentation
on markets, the economy, investments and his predictions of what we will experience this year.
We met at the Inn on 500 featuring Richards restaurant. With wonderful views of downtown and the foothills,
we had a great social time, food, conversation and spending time with our speaker.
So happy to have so many guests!
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