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!
Our Calendar of Events
2021 Retirement Workshop events
Upcoming workshops for 2021 will be scheduled according to Covid Restrictions.
Our complimentary dinner workshops are at the Cottonwood Grille, downtown Boise.
Tuesday, February 23rd and Thursday, February 25th at 6:30 pm. Reservations are required.
THE ABCS OF THE POST COVID-19 AND ELECTION ECONOMIC RECOVERY
The Impact COVID-19 and Politics may have on your taxes, life savings, and lifestyle!
TOPICS TO BE DISCUSSED:
- The Markets: learn how current events may act your portfolio in retirement.
- Taxes: why average income earners could be paying as much as 37-54% in taxes in the near future.
- IRAs: is your 401 (k)/IRA an IOU to the IRS? What can you do to take back control of YOUR money?
- Retirement income: learn ways to have income that you CAN'T OUTLIVE.
- Longevity Risks: how do you help ensure your cash flow is protected?
Strategies discussed in this seminar are only appropriate for retirees and pre-retirees ages 58+ with $750,000 or more in investments (excluding real estate). Seating is limited and reservations are required to attend. THIS DINNER WORKSHOP IS BY INVITATION ONLY. YOU ARE WELCOME TO CALL THE OFFICE IF YOU MEET THE ABOVE CRITERIA. 208-350-7283. Deadline is February 19, 2021.
This workshop is solely for informational purposes and no products will be sold. There is no cost or obligation to attend!
Dirk Wall, Founder of Solid Wealth Company: "We get to help a select group of people who think they have saved enough, to stop worrying about whether or not they can do everything they wanted during their retirement lifetime."
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.