Events

 

Our clients rely on us for timely insights and tools to keep their plans on track—supported by educational and social events.

Throughout the year, we host client events featuring money managers, financial experts, and professionals across legal, medical, and other key areas. Our Lunch & Learn sessions cover a wide range of topics—from retirement planning and healthcare to history and travel—designed to inform, engage, and enrich the experience.
 
Guests are always welcome, and we encourage clients to bring friends or family to join the conversation.

 

KEEP AN EYE OUT FOR UPCOMING EVENTS, INCLUDING A TRUST & ESTATE PLANNING 101 THIS JULY AND A FALL HISTORY EVENT — DETAILS COMING SOON

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UPCOMING - JUNE 2026

Lunch & Learn: MEDICARE AND YOU

 

We are excited to bring you another Lunch and Learn on Medicare, covering the ins and outs for those who are now enrolled, as well as those who are reaching the age of enrollment.

 

Ron Ramey with the Parker Medicare Team will be our speaker. We have reserved the large room at Cottonwood Grille in Downtown Boise for June 10th. Doors open at 11:15, and Ron will present at 11:45 while we enjoy a lovely lunch. Free parking, as always. Invites will go out in May for this event, so be sure to save the date. 

UPCOMING - APRIL 2026

State of the Union

 

Our Spring State of the Union Client Event is April 9th from 6 to 9 pm at the BSU Stueckle Center in downtown Boise. Justin Boller, CIO of Bison Wealth, is our speaker, and he is guaranteed to bring us a very informative presentation that will help to define the plans and programs in place now and the exciting upcoming new additions. As always, we will enjoy social time from 6-6:30 with beverages and appetizers. Justin will speak at 6:30 pm, and dinner will be served at 7:30 pm. The views of the foothills and downtown are always a pleasure. See you there!

SOTY 2026
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JANUARY 2026

Lunch & Learn

 

We began 2026 with a wonderful lunch, highlighted by Dirk’s update on the merger with Bison Wealth. We’re proud to now be part of Bison as a branch and are excited about the expanded opportunities this brings to our client families.

OCTOBER 2025

Fall Client Event

 

Eric McArdle of Liquid Strategies served as our featured speaker, sharing valuable insights on how Liquid Strategies’ programs can complement and enhance a retirement plan. The event was held in an authentic Idaho Mint Barrel harvest barn, offering a unique setting rich in local history.

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May 2025

Lunch & Learn

 

Our May Lunch & Learn at Cottonwood Grille in Boise brought clients together for an engaging and informative afternoon. Dirk shared an overview of newly integrated planning tools and the positive impact they’ve had so far.

 

Guests enjoyed a relaxed atmosphere, a wonderful lunch, and the opportunity to ask questions and gain deeper insight into their financial plans.

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April 2025

State of the Union

 

Our State of the Union Annual Client Event was held in April 2025 at the BSU Stueckle Center. The highlight of the year, the event featured Chris Sleight, Managing Director of the Sarasota branch of Bison Wealth, who shared insights into the firm’s approach and the tools used in client planning.

Guests enjoyed great food, stunning views of the iconic BSU Blue Field, and a lively, social atmosphere alongside an engaging and informative presentation.

Solid Wealth SOTU 2025-24

Have a question about your financial retirement plan? Seeking a second opinion or interested in a complimentary consultation? We invite you to connect with our team today.