Our families look to us for important information, current trends and tools to keep their retirement plans flowing smoothly.
Educational events plus fun social gatherings are part of the overall planning process.
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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!
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LUNCH AND LEARN, MAY 2025
Our Lunch and Learn in May was held in the Cottonwood Grille in Boise. Dirk presented an overview of the tools now integrated into the plans of our Solid Wealth families. The results are and have been very positive. A great time was had by all. There was social time and a wonderful lunch. The event was an educational opportunity for everyone, with a chance to ask questions that were important to all who attended.
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State of the Union Annual Client Event
April 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​
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!
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REACH OUT TODAY...
Call us at 208-350-7283
email us at: team@solidwealthco.com