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UPCOMING - OCTOBER 2026
Please join us for our annual client event on Tuesday, October 7, from 6:00–9:00 p.m. at the Waters Edge Event Center for an evening featuring a very special guest speaker.
We are honored to welcome Dr. William McBride, Chief Economist at the Tax Foundation, who will be joining us from Washington, D.C. Dr. McBride will present "The Coming Fiscal Reckoning: Debt, Deficits, and the Future of Taxing Wealth," offering valuable insights into the nation's fiscal outlook and what it could mean for investors, taxpayers, and future generations.
This event is the culmination of years of effort by Dirk to bring Dr. McBride to speak with our clients. Given today's economic and policy uncertainty, we are especially excited to offer this unique opportunity to hear directly from one of the country's leading voices on tax policy and fiscal economics.
JULY 2026
Bison Wealth hosted a complimentary Lunch & Learn on July 15 at Maddie's in Meridian focused on estate and wealth transfer planning. Dirk discussed the hidden complexities of transferring wealth and how thoughtful planning can help avoid unnecessary challenges for heirs. Special guest Heather Colt of Peak Law shared estate planning strategies to help protect attendees' wishes, preserve their legacy, and reduce the burden on their loved ones.
JUNE 2026
Bison Wealth hosted a Lunch & Learn on Medicare, providing attendees with practical guidance for those currently enrolled and individuals approaching Medicare eligibility. Ron Ramey of the Parker Medicare Team shared insights into Medicare coverage, enrollment, and common questions while guests enjoyed lunch at Cottonwood Grille in downtown Boise.
APRIL 9TH, 2026
Our state of the Union event April 9th at BSU Stueckle Center was very informative and fun with delicious food and plenty of social time. Our thanks to Justin Boller from Bison Wealth in Atlanta for his wonderful presentation and taking all of our questions before dinner.
As always, BSU delivers a good experience for all who attend. The building is always a great visit and the blue field and all of the construction on the field is pretty amazing!
JANUARY 2026
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
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.
May 2025
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.