Events

🛡️What Matters Most, A Practical Guide To Personal Insurance - ZOOM

This session will provide a clear and practical overview of core personal insurance coverages, including home, renters, auto, recreational vehicle, and umbrella policies. We will discuss common coverage gaps that can leave individuals underinsured, as well as when and why it is important to review your policies as your assets, responsibilities, and lifestyle evolve. Whether you are reviewing existing coverage or simply looking to better understand your options, this presentation offers valuable insights in a relaxed, educational setting.

In Person - 🛡️What Matters Most, A Practical Guide To Personal Insurance

This session will provide a clear and practical overview of core personal insurance coverages, including home, renters, auto, recreational vehicle, and umbrella policies. We will discuss common coverage gaps that can leave individuals underinsured, as well as when and why it is important to review your policies as your assets, responsibilities, and lifestyle evolve. Whether you are reviewing existing coverage or simply looking to better understand your options, this presentation offers valuable insights in a relaxed, educational setting.

Personal Information Security - Zoom

Protecting your personal information is more important than ever. In this Lunch & Learn session, we will share practical, easy to understand steps you can take to safeguard your personal data in today’s digital world. Topics include how to use multi factor authentication effectively, ways to reduce your digital footprint by removing personal information from the web, and strategies to help prevent identity theft. You will leave with simple, actionable tips you can start using right away.

In Person - Personal Information Security

Protecting your personal information is more important than ever. In this Lunch & Learn session, Matthew will share practical, easy to understand steps you can take to safeguard your personal data in today’s digital world. Topics include how to use multi factor authentication effectively, ways to reduce your digital footprint by removing personal information from the web, and strategies to help prevent identity theft. You will leave with simple, actionable tips you can start using right away.

Facts, Fiction, And Misconceptions Of Trusts And Probate - Zoom

Join us for an engaging Lunch & Learn on Friday, March 6, 2026, where estate planning expert Steve Wright from Wright Law Offices, PLLC demystifies trusts and probate. Uncover the facts behind common myths, streamline your estate strategy, and protect your legacy with practical insights. Enjoy lunch in person from 11:45 AM - 1:00 PM at the stunning Teton Event Center, or join virtually via Zoom from 12:00 PM - 1:00 PM. Perfect for individuals, families, and professionals seeking clarity on asset protection and inheritance planning.

Facts, Fiction, And Misconceptions Of Trusts And Probate - In Person

Join us for an engaging Lunch & Learn on Friday, March 6, 2026, where estate planning expert Steve Wright from Wright Law Offices, PLLC demystifies trusts and probate. Uncover the facts behind common myths, streamline your estate strategy, and protect your legacy with practical insights. Enjoy lunch in person from 11:45 AM - 1:00 PM at the stunning Teton Event Center, or join virtually via Zoom from 12:00 PM - 1:00 PM. Perfect for individuals, families, and professionals seeking clarity on asset protection and inheritance planning.

2026 Tax Strategy - Zoom

Learn smart tax strategies for 2026! Discover how to use Qualified Charitable Donations (QCDs) to give strategically, maximize Idaho’s Medical Savings Account benefits, and explore other creative tax-efficient planning ideas. Make your retirement distributions and charitable giving work smarter for you.

In Person - 2026 Tax Strategy

Learn smart tax strategies for 2026! Discover how to use Qualified Charitable Donations (QCDs) to give strategically, maximize Idaho’s Medical Savings Account benefits, and explore other creative tax-efficient planning ideas. Make your retirement distributions and charitable giving work smarter for you.

Traveling on a Budget - Zoom

Looking to make your next trip more affordable without sacrificing fun? Join us for this Lunch & Learn where we’ll explore smart ways to stretch your travel dollars. You’ll learn practical strategies for saving on flights and accommodations and simple tips for planning cost-friendly itineraries, meals, and activities.

In Person - Traveling on a Budget

Looking to make your next trip more affordable without sacrificing fun? Join us for this Lunch & Learn where we’ll explore smart ways to stretch your travel dollars. You’ll learn practical strategies for saving on flights and accommodations and simple tips for planning cost-friendly itineraries, meals, and activities.

Common Financial Terms and Their Meaning......Continued - Zoom

We are excited to continue the conversation with “Common Financial Terms and Their Meaning...Continued”, a follow-up to our popular introductory session. Whether you attended the first event or are just diving in, this is a great opportunity to sharpen your financial literacy in a relaxed and engaging setting.

In Person - Common Financial Terms and Their Meaning......Continued

We’re excited to continue the conversation with “Common Financial Terms and Their Meaning...Continued”, a follow-up to our popular introductory session. Whether you attended the first event or are just diving in, this is a great opportunity to sharpen your financial literacy in a relaxed and engaging setting.

October 3rd Lunch & Learn Zoom - "Senior Solutions, Your Guide Through the Aging Journey"

Join Strategic Wealth Concepts and Chanse Powell as he reviews the benefits of using Senior Solutions.

"Senior Solutions, Your Guide Through the Aging Journey" October 3, Lunch & Learn In Person

Join Strategic Wealth Concepts and Chanse Powell as he reviews the benefits of using Senior Solutions.

Simple, Easy-to-Implement Solutions That Can Protect Against Major Financial Loss - Zoom

We know life is unpredictable — but your financial plan doesn’t have to be. Join us to explore simple strategies that help prevent large financial setbacks. We'll cover everything from overlooked legal tools to accessible protection plans that can make a big difference for you and your family.

In Person - Simple, Easy-to-Implement Solutions That Can Protect Against Major Financial Loss

We know life is unpredictable — but your financial plan doesn’t have to be. Join us to explore simple strategies that help prevent large financial setbacks. We'll cover everything from overlooked legal tools to accessible protection plans that can make a big difference for you and your family.

August 1st, Lunch & Learn Zoom - "What is a Reverse Mortgage, and How Does it Work?"

Join Strategic Wealth Concepts and Denise Serr with SFI Mortgage as she goes over details of reverse mortgages.

"What is a Reverse Mortgage, and How Does it Work?" August 1, Lunch & Learn In Person

Join Strategic Wealth Concepts and Denise Serr with SFI Mortgage as she goes over details of reverse mortgages.

Movie Night!

Mission: Impossible - The Final Reckoning

May 2nd Lunch & Learn Zoom - "Alternative Currency: Crypto, Gold & Silver"

Join Strategic Wealth Concepts on May 2nd for a Lunch & Learn about the pros and cons of alternative currency, including crypto, gold, and silver.

"Alternative Currency: Crypto, Gold & Silver" – May 2nd Lunch & Learn In Person

Join Strategic Wealth Concepts on May 2nd for a Lunch & Learn about the pros and cons of alternative currency, including crypto, gold, and silver.

"Travel Tips, Techniques & Hacks" – April 4th Lunch & Learn on Zoom

Join us on April 4th for a Zoom Lunch & Learn and discover travel tips, credit card strategies, frequent flyer hacks, and packing efficiency secrets.

April 4th Lunch & Learn - In Person

Join us in person on April 4th for a Lunch & Learn and discover travel tips, credit card strategies, frequent flyer hacks, and packing efficiency secrets!

March 7th Lunch & Learn - Zoom

"Schemes & Scams"

"Schemes & Scams" - March 7th Lunch & Learn In Person

"Schemes & Scams"

February 7th Lunch & Learn - Zoom

"Common Financial Terms and Their Meaning"

February 7th Lunch & Learn - In Person

"Common Financial Terms and Their Meaning"

January 3rd Lunch & Learn - Zoom

"The Probate Process....What You Need to Know"

January 3rd Lunch & Learn - In Person

"The Probate Process....What You Need to Know"

Movie Night!

Red One, rated PG-13

November 1st Lunch & Learn - Zoom

"Presidential Impacts on Retirement"

November 1st Lunch & Learn - In Person

"Presidential Impacts on Retirement"

October 4th Lunch & Learn - Zoom

"Healthy Strategies: Small Changes, Big Results"

October 4th Lunch & Learn - In Person

"Healthy Strategies: Small Changes, Big Result"

September 6th Lunch & Learn - Zoom

"Medicare - How it Works and What I Need to Know Presented by Gina Goodwin with Supplemental Insurance Solutions, LLC"

September 6th Lunch & Learn - In Person

"Medicare - How it Works and What I need to Know Presented by Gina Goodwin with Supplemental Insurance Solutions, LLC"

Day at the Zoo!

Please join us for our annual Day at the Zoo! Lunch and tickets to Tautphaus Park Zoo will be provided. We will be at Tauthphus Park, shelter #3. You will be able to get your tickets to the zoo and lunch from us there. We will also be giving away prizes every half hour in our raffle, must be present to win!

August 2nd Lunch & Learn - Zoom

"How to Avoid Fundamental Mistakes on Second Homes/Investment Real Estate"

August 2nd Lunch & Learn - In Person

"How to Avoid Fundamental Mistakes on Second Homes/Investment Real Estate"

From Fear to Freedom: Eliminate Anxiety with Knowledge

"FRY-Day!!" French Fry Bar

What's better than a Friday?  You know it...a "Fry-Day" on a Friday! Join us for an amazing French Fry Bar with fresh Idaho potatoes! Oh my, it's going to be so good!! No need to RSVP, just show up and enjoy!

Lunch & Learn - Zoom - June

"Withdrawal Rates - How Much Money Can I Take From My Accounts in Retirement?"

Lunch & Learn - In Person - June

"Withdrawal Rates - How Much Money Can I Take From My Accounts in Retirement?"

Protecting Your Digital Self - Cybersecurity Training Course

Protecting Your Digital Self: Defeating Hackers, Criminals, And Identity Thieves, Presented By Shadow Element

Lunch & Learn - Zoom - May

"Funeral's, From Preplanning To After The Service Presented By Stefan Wood With Wood Funeral Homes"

Lunch & Learn - In Person - May

"Funeral's, From Preplanning To After The Service Presented By Stefan Wood With Wood Funeral Homes"

Lunch & Learn - Zoom - April

"7 Deadly Sins for Retiree's"

Lunch & Learn - In Person - April

"7 Deadly Sins for Retiree's"

Movie Night!

Ghostbusters: Frozen Empire, rated PG-13

Lunch & Learn - Zoom - March

"Personal Information Security & Protecting Yourself From Data Breaches"

Lunch & Learn - In Person - March

"Personal Information Security & Protecting Yourself From Data Breaches"

Lunch & Learn - Zoom - February

"How To Make Foreign Travel More Fun & Safer"

Lunch & Learn - In Person - February

"How To Make Foreign Travel More Fun & Safer"

Lunch & Learn - Zoom - January

"Beneficiary Planning: How to Pass Assets Forward Using Wills & Trusts Presented by Blake Murray with Murray, Ziel, & Johnston, PLLC"

Lunch & Learn - In Person - January

"Beneficiary Planning: How to Pass Assets Forward Using Wills & Trusts Presented by Blake Murray with Murray, Ziel, & Johnston, PLLC"

Lunch & Learn - Zoom - November

"Tax Cuts & Jobs Act, Roth Conversions, and Social Security Taxability"

Lunch & Learn - In Person - November

"Tax Cuts & Jobs Act, Roth Conversions, and Social Security Taxability Presented by Josh Searle, CPA with Searle Hart & Associates, PPL"

Lunch & Learn - In Person - October

"Great Wintertime Getaways - By Car & Air"

Lunch & Learn - Zoom - October

"Great Wintertime Getaways - By Car & Air"

Lunch & Learn - In Person - September

"Precious Metals And Cryptocurrency - Are They A Good Investment?"

Lunch & Learn - Zoom - September

"Precious Metals and Cryptocurrency -  Are They a Good Investment?"

Day at the Zoo!

Please join us for our annual Day at the Zoo! Lunch and tickets to Tautphaus Park Zoo will be provided. We will be at Tauthphus Park, shelter #3. You will be able to get your tickets to the zoo and lunch from us there. We will also be giving away prizes every half hour in our raffle, must be present to win!

Lunch & Learn - In Person - August

"Storing and Preserving Your Garden Harvest"

Lunch & Learn - Zoom - August

"Storing and Preserving Your Garden Harvest"

"Fry-Day!!" French Fry Bar

What's better than a Friday?  You know it...a "Fry-Day" on a Friday! Join us for an amazing French Fry Bar with fresh Idaho potatoes! Oh my, it's going to be so good!! No need to RSVP, just show up and enjoy!

Lunch & Learn - Zoom - June

"Emotional and Physical Well-Being Post Retirement"

Lunch & Learn - In Person - June

"Emotional And Physical Well-Being Post Retirement"

Movie Night!

Guardians of the Galaxy Vol. 3, rated PG-13

Lunch & Learn - Zoom - May

"Quick and Dirty Guide to Organic Gardening" Presented by Kristi Appelhans, Idaho Falls Community Garden Association

Lunch & Learn - In Person - May

"Quick and Dirty Guide to Organic Gardening" Presented by Kristi Appelhans, Idaho Falls Community Garden Association

Lunch & Learn - Zoom - April

"Protecting Your Castle - Presented By Allen Hall"

Lunch & Learn - In Person - April

"Protecting Your Castle - Presented By Allen Hall"

Lunch & Learn - Zoom - March

"Retirement Rule Changes You Need To Know"

Lunch & Learn - In Person - March

"Retirement Rule Changes You Need To Know"

Lunch & Learn - Zoom - February

"Don't Leave Things to Chance, Designate Beneficiaries"

Lunch & Learn - In Person - February

"Don't Leave Things to Chance, Designate Beneficiaries"

Lunch & Learn - Zoom - January

"Understanding Idaho's Community Property Laws, Presented by Steve Wright with Wright Law Offices, PLLC"

Lunch & Learn - In Person - January

"Understanding Idaho's Community Property Laws, Presented by Steve Wright with Wright Law Offices, PLLC"

Lunch & Learn - Zoom

"Tax Strategies 2022"

Lunch & Learn - In Person

"Tax Strategies 2022"

Lunch & Learn - Zoom

"1980's Inflation, Here We Go Again"

Lunch & Learn - In Person

"1980's Inflation, Here We Go Again"

Lunch & Learn - Zoom

"Amazing Outdoors in a One Day's Drive"

Lunch & Learn - In Person

"Amazing Outdoors in a One Day's Drive"

Day at the Zoo!

Please join us for our annual Day at the Zoo! Lunch and tickets to Tautphaus Park Zoo will be provided. We will be at shelter #3. You will be able to get your tickets to the zoo and lunch from us there. We will also be giving away prizes every half hour in our raffle, must be present to win!

Lunch & Learn - Zoom

"Medicare - What is it, and What Do I Need to Know Presented by Gina Goodwin with Supplemental Insurance Solutions, LLC"

Lunch & Learn - In Person

"Medicare - What is it, and What Do I Need to Know Presented by Gina Goodwin with Supplemental Insurance Solutions, LLC"

Movie Night!

Lunch & Learn - Zoom

"Schemes and Scams!"

Lunch & Learn - In Person

"Schemes and Scams!"

Lunch & Learn - Zoom

"Being Prepared at Uncertain Times"

Lunch & Learn - In Person

"Being Prepared at Uncertain Times"

Lunch & Learn - Zoom

It's that time of year! We thought you would enjoy learning about some gardening basics presented by Christina with Sunnyside Gardens.

Lunch & Learn - In Person

It's that time of year! We thought you would enjoy learning about some gardening basics presented by Christina with Sunnyside Gardens.

Lunch & Learn - Zoom

"Local Resources Available to Help Guide You Through a Loved One's Transitions" Presented by Chanse Powell, Senior Solutions

Lunch & Learn In-Person

"Local Resources Available to Help Guide You Through a Loved One's Transitions" Presented by Chanse Powell, Senior Solutions

"7 Deadly Sins for Retirees" – Nibbles & Knowledge on Zoom

Join Nibbles & Knowledge on Zoom to uncover the 7 costly mistakes retirees make and learn how to protect your future. Don’t miss this valuable session!

"7 Deadly Sins for Retirees" – Nibbles & Knowledge In-Person

Join Nibbles & Knowledge in person for dinner and a presentation on the 7 costly mistakes retirees make and how to protect your financial future. RSVP required!

Lunch & Learn - Zoom

"Necessary Legal Preparations That Enable You to Care For Aging Parents" Presented by Steve Wright, Wright Law Offices, PLLC

Lunch & Learn In-Person

"Necessary Legal Preparations That Enable You to Care For Aging Parents" Presented by Steve Wright, Wright Law Offices, PLLC

Movie Night!

"Creating Value in an Advisory Relationship" – Nibbles & Knowledge on Zoom

Join Nibbles & Knowledge on Zoom to explore the differences between financial planners and investment advisors and how to maximize value in an advisory relationship.

"Creating Value in an Advisory Relationship" – Nibbles & Knowledge In-Person

Join Nibbles & Knowledge in person for dinner and an engaging presentation on the value of financial advisors, coaching, and avoiding costly mistakes. RSVP required!

Principals of Effective Retirement Income Planning: Zoom

An educational event specifically for those who are currently asking the question if they have enough to retire today.

Principals of Effective Retirement Income Planning: In-Person

An educational event specifically for those who are currently asking the question if they have enough to retire today. 

Lunch & Learn - Zoom

"Making Every Dollar Last Longer"

Lunch & Learn In-Person

"Making Every Dollar Last Longer"

"Managing Inflation Risk" – Nibbles & Knowledge on Zoom

Join Nibbles & Knowledge on Zoom to explore the causes of inflation, its pros and cons, and strategies to manage inflation risk effectively.

Nibbles & Knowledge In-Person

"Managing Inflation Risk"

Day at the Zoo! Save the Date!

Please join us for our annual Day at the Zoo! Lunch and tickets to Tautphaus Park Zoo will be provided. We will be at shelter #3. You will be able to get your tickets to the zoo and lunch from us there. No need to RSVP, just show up and enjoy!

Lunch & Learn - Zoom

"Dan & Russ Share Their Top 5 Financial Lessons Learned"

Lunch & Learn In-Person

"Dan & Russ Share Their Top 5 Financial Lessons Learned"

"Fry-Day" - What?

What's better than a Friday....a "Fry-Day" on a Friday! Join us for an amazing French Fry Bar! Oh my, it's going to be so good!! No need to RSVP, just show up and enjoy!

Bounce into Summer!

Celebrate the start of summer with us! Music, snacks, and bounce houses in the field in front of Strategic Wealth Concepts. Bring your family & friends and enjoy this super fun event!

"Pros and Cons of Investing in Real Estate" – Nibbles & Knowledge on Zoom

Join Nibbles & Knowledge on Zoom to explore the pros and cons of real estate investing, rules to follow, tips for rentals, and potential pitfalls.

"Pros and Cons of Investing in Real Estate" – Nibbles & Knowledge In-Person

Join Nibbles & Knowledge in person for dinner and a presentation on real estate investing, covering rules, tips, and potential pitfalls. RSVP required!

Lunch & Learn - Zoom

"Interesting Idaho History & Places You Can Visit"

Lunch & Learn In-Person

"Interesting Idaho History & Places You Can Visit"

"Protecting Your Health & Wealth" – Nibbles & Knowledge on Zoom

Join Nibbles & Knowledge on Zoom to learn how to safeguard your health and wealth, manage long-term care expenses, and protect your family's financial future.

"Protecting Your Health & Wealth" – Nibbles & Knowledge In-Person

Join Nibbles & Knowledge in person for dinner and a presentation on protecting your health and finances against long-term care costs. Seating is limited—RSVP now!

Lunch & Learn - Zoom

"How Credit Scores Work"

Lunch & Learn In-Person

"How Credit Scores Work" - Seating is limited

"Delaying, Transferring & Avoiding Taxes" – Nibbles & Knowledge on Facebook Live

Join Nibbles & Knowledge on Facebook Live as Dan & Russ discuss IRA/401(k) tax growth, Roth conversions, and tax-deferral strategies to maximize your savings.

"Delaying, Transferring & Avoiding Taxes" – Nibbles & Knowledge In-Person

Join Nibbles & Knowledge for dinner and a presentation on Traditional IRA taxation, Roth conversions, and tax deferral strategies. Limited seating—RSVP now! Join Nibbles & Knowledge for dinner and a presentation on Traditional IRA taxation, Roth conversions, and tax deferral strategies. Limited seating—RSVP now!

Lunch & Learn In-Person

The Probate Process....What You Need to Know Presented by Steve Wright with Wright Law Offices, PPLC Seating is limited

Lunch & Learn - Facebook Live Stream

The Probate Process....What You Need to Know Presented by Steve Wright with Wright Law Offices, PPLC

How Presidential Elections Impact Your Retirement - Register here to join us via Facebook Live

Please join us for our upcoming presentation via Facebook Live Stream. Dan and Russ will cover:  *Market Volatility & Presidential Elections *Tax Policies - Compared *Growth by Political Affiliation *Inflation Hysteria

How Presidential Elections Impact Your Retirement - Register here to join us via Facebook Live

Please join us for our upcoming presentation via Facebook Live Stream. Dan and Russ will cover:  *Market Volatility & Presidential Elections *Tax Policies - Compared *Growth by Political Affiliation *Inflation Hysteria

How Presidential Elections Impact Your Retirement - Register here to attend In-Person

Please join us for our upcoming, in-person, presentation. Dan and Russ will cover: *Market Volatility & Presidential Elections *Tax Policies - Compared *Growth by Political Affiliation *Inflation Hysteria

Retirement, Taxes & You - Register here to join us via Facebook Live

Please join us for our upcoming presentation via Facebook Live Stream. Our goal is for you to gain a better understanding of how taxes are different in retirement and avoid some very common tax pitfalls.

Retirement, Taxes & You - Register here if you are New to SWC and would like to attend In-Person

Please join us for our upcoming, in-person, presentation. Our goal is for you to gain a better understanding of how taxes are different in retirement and avoid some very common tax pitfalls. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register to join us via our Facebook Live presentation!

Retirement, Taxes & You - Register here if you are a current Client with SWC and would like to attend In-Person

Please join us for our upcoming, in-person, presentation. Our goal is for you to gain a better understanding of how taxes are different in retirement and avoid some very common tax pitfalls. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register to join us via our Facebook Live presentation!

Retirement, Taxes & You - Register here to join us via Facebook Live

Please join us for our upcoming presentation via Facebook Live Stream. Our goal is for you to gain a better understanding of how taxes are different in retirement and avoid some very common tax pitfalls.

Retirement, Taxes & You - Register here if you are a current Client with SWC and would like to attend In-Person

Please join us for our upcoming, in-person, presentation. Our goal is for you to gain a better understanding of how taxes are different in retirement and avoid some very common tax pitfalls. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register to join us via our Facebook Live presentation!

Retirement, Taxes & You - Register here if you are New to SWC and would like to attend In-Person

Please join us for our upcoming, in-person, presentation. Our goal is for you to gain a better understanding of how taxes are different in retirement and avoid some very common tax pitfalls. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register to join us via our Facebook Live presentation!

Lunch & Learn - Facebook Live Stream

"Managing Beneficiary Designations, the Do's & Don'ts"

Lunch & Learn In-Person

"Managing Beneficiary Designations, the Do's & Don'ts" Seating is limited

7 Deadly Sins for Retiree's - Register here if you are New to SWC and would like to attend In-Person

Seven seems to be the magic number when it comes to sacraments, dwarfs, and deadly sins. In this presentation, Dan and Russ will review a Retiree's 7 deadly sins. Learn to avoid these unhealthy retirement plan behaviors and make your retirement as comfortable as possible. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register below to join us via our Facebook Live presentation!

7 Deadly Sins for Retiree's - Register here if you are a current Client with SWC and would like to attend In-Person

Seven seems to be the magic number when it comes to sacraments, dwarfs, and deadly sins. In this presentation, Dan and Russ will review a Retiree's 7 deadly sins. Learn to avoid these unhealthy retirement plan behaviors and make your retirement as comfortable as possible. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register below to join us via our Facebook Live presentation!

7 Deadly Sins for Retiree's - Register here to join us via Facebook Live

Seven seems to be the magic number when it comes to sacraments, dwarfs, and deadly sins. In this presentation, Dan and Russ will review a Retiree's 7 deadly sins. Learn to avoid these unhealthy retirement plan behaviors and make your retirement as comfortable as possible.

7 Deadly Sins for Retiree's - Register here if you are New to SWC and would like to attend In-Person

Seven seems to be the magic number when it comes to sacraments, dwarfs, and deadly sins. In this presentation, Dan and Russ will review a Retiree's 7 deadly sins. Learn to avoid these unhealthy retirement plan behaviors and make your retirement as comfortable as possible. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register below to join us via our Facebook Live presentation!

7 Deadly Sins for Retiree's - Register here if you are a current Client with SWC and would like to attend In-Person

Seven seems to be the magic number when it comes to sacraments, dwarfs, and deadly sins. In this presentation, Dan and Russ will review a Retiree's 7 deadly sins. Learn to avoid these unhealthy retirement plan behaviors and make your retirement as comfortable as possible. Our in-person presentation is limited in space. If we are at capacity, and you are unable to Register, please Register below to join us via our Facebook Live presentation!

7 Deadly Sins for Retiree's - Register here to join us via Facebook Live

Seven seems to be the magic number when it comes to sacraments, dwarfs, and deadly sins. In this presentation, Dan and Russ will review a Retiree's 7 deadly sins. Learn to avoid these unhealthy retirement plan behaviors and make your retirement as comfortable as possible.

"Home Equity in Retirement" – Nibbles & Knowledge on Facebook Live

Join Nibbles & Knowledge on Facebook Live as Russ explores umbrella insurance, homestead exemption, reverse mortgages, and leveraging home equity in retirement.

Unlock Financial Insights: Nibbles & Knowledge In-Person Event

In-Person event, seating is limited, "Home Equity in Retirment"

Lunch & Learn

Recent Lessons on Emergency Preparedness Presented by Dan McPherson and Russell Slack

Get a GRIP on Retirement

There are a number of criteria to keep in mind as you consider investing for retirement and we are here to help with that process.

Event Postponed: "Medicare - What Is It, and What Do I Need to Know?"

The "Medicare - What Is It, and What Do I Need to Know?" event has been postponed for your health and safety. Stay safe, and we’ll see you soon!

Lunch & Learn!

Join us for Lunch & Learn! We try to listen to requests we get from our families and one request that we have heard consistently is having our lunch events open to both men and women, so, lunch is now open to all! We look forward to seeing you there.

Understand the SECURE Act at Nibbles & Knowledge

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. This is the biggest change to retirement planning in 13 years. There are some wonderful benefits in this new law, but it does come with some drawbacks. Please join SWC as Dan and Russ invite Josh to join them in a discussion on how this law will have an impact to everyone with a retirement account.

Ladies Lunch

"SECURE Act, 2019 Financial Changes You Should Know" Presented by Strategic Wealth Concepts with special guest Josh Searle, CPA of Searle, Hart & Associates. This is a complimentary luncheon for ladies only, who wish to learn more about wealth management topics in a fun, inviting atmosphere.

Discover "The Do’s and Don’ts of an Effective Will" at Nibbles & Knowledge

Join us for Nibbles and Knowledge as Steve presents "The Do's and Don'ts of an Effective Will". Heavy hors d'oeuvres will be served. We enjoy meeting new people, bring a friend!

Ladies Lunch!

Join us for Ladies Lunch as Steve presents "The Do's and Don'ts of an Effective Will". This is a complimentary luncheon for ladies who wish to learn more about financial planning topics in a fun, inviting atmosphere. Share the wealth and bring a friend!

Ladies Lunch!

Market Proofing My Investments  The risks of Fixed Indexed Annuities vs Market Based Accounts. What type of products have investment risk and which ones don’t. What type of accounts have fee’s?

Protecting Your Health & Wealth

Join us for dinner as our experts discuss the myths of Medicare & Medicaid, and the importance of a Long-Term Care Plan.   Learn how to protect your health and wealth. Are you financially prepared to handle a long-term illness to your spouse? If not, don’t worry - most people aren’t.  Join us to learn how you can prepare today to solve the problems of tomorrow. At the conclusion, you will have a better understanding on how health can affect retirement and knowing that safe, effective solutions are out there that may help bring peace and sense of security to you and your family. 

Advanced Savings & Tax Planning Strategy

Join us for dinner and an amazing presentation from an industry expert and learn: Advanced savings options outside of a 401k that will provide access and liquidity when you need it. The ability to grow your savings outside of a retirement account without exposing it to risk of another economic collapse. How future tax increases impact how you save today for retirement.

Unlock Stock Market Insights at Nibbles & Knowledge

"Investing in the Stock Market" We look forward to you joining us for hors d'oeuvres and a great presentation where we will review: What is true diversification? Differences between indexes like the S&P 500 and Dow Jones. Being successful in market-based accounts. Please feel free to bring a friend or two along, we love to meet new people!

Ladies Lunch!

"Investing in the Stock Market" We look forward to you joining us for Ladies Lunch where we will review: What is true diversification? Differences between indexes like the S&P 500 and Dow Jones Being successful in market-based accounts Please feel free to bring a friend or two along, we love to meet new people!

Ladies Lunch!

"Delaying, Transferring and Avoiding Taxes" Join us for lunch and an informative presentation where you will get these questions answered: How is the growth of a Traditional IRA and/or 401(k) taxed? If you own a Traditional (pre-tax) IRA, what is the maximum Roth conversion you can do? When does a tax deferral result in a positive outcome for you? And so much more! Looking forward to seeing you there.

Client Appreciation - Day at the Zoo

Please join us for our annual Day at the Zoo! Lunch and tickets to Tautphaus Park Zoo will be provided. We will be at shelter #3. You will be able to get your tickets to the zoo and lunch from us there. We will also be giving away prizes every half hour in our raffle, must be present to win! As always, please feel free to bring family, friends, and those you enjoy fun activities with. We look forward to seeing all of your smiling faces there. No need to RSVP, just show up and have fun!  We are enjoying the afternoon with Sondra Ward, Sondra Ward Real Estate, and her clients as well.

Retirement Income Strategies - Friday

Join us for an Exclusive Event! Bring a co-worker, friend, family that you feel would benefit from this amazing information. We will review the following Retirement Income Strategies: • How to manage risk in your portfolio • How to have income that is stable • How to have income that lasts your whole life • How to have income that adapts to your changing circumstances

Retirement Income Strategies - Wednesday

Join us for an Exclusive Event! Bring a co-worker, friend, family that you feel would benefit from this amazing information. We will review the following Retirement Income Strategies: • How to manage risk in your portfolio • How to have income that is stable • How to have income that lasts your whole life • How to have income that adapts to your changing circumstances

Nibbles & Knowledge – "How Tax Law Impacts My IRA"

"How Tax Law Impacts My IRA" Join us for Hors d'oeuvre's and a great presentation where you will learn:  Requirements in order to contribute to a Traditional IRA, maximum Roth conversion on a Traditional IRA, how will you pay the least income taxes on your Traditional IRA/401, and so much more.

Ladies Lunch!

"How Tax Law Impacts My IRA" Join us for lunch and a great presentation where you will learn: Requirements in order to contribute to a Traditional IRA, maximum Roth conversion on a Traditional IRA, how will you pay the least income taxes on your Traditional IRA/401, and so much more.

Ladies Luncheon - June 2019

How to Negotiate Successfully as a Women! Presented by Katie Liljenquist. Whether it's planning the dream vacation or being fairly compensated at work, creating the life you want boils down to your ability to negotiate. Time, money, and effort are just a few of the commodities that you negotiate on a daily basis. And while it's true that you'll never get what you don't ask for, for women, it goes a step further--you have to know how to ask.

Nibbles & Knowledge

Preparing for Retirement Presented by Dan McPherson. Join us for our Educational Event as Dan shares the basics on preparing for retirement. Feel free to bring a friend or two along to enjoy a great presentation and hors d'oeuvres.

Ladies Lunch - May 2019

Preparing for Retirement, Round 2! Presented by Dan McPherson Join us for our Educational Event as Dan shares the basics on preparing for retirement. Feel free to bring a friend or two along to enjoy a great presentation and hors d'oeuvres.

Ladies Lunch - April 2019

The Most Important Lessons I Have Learned in Business That Apply to Everyday Life Presented by Dan McPherson. Join us for lunch and a great presentation. Please feel free to bring a friend or two along. Please note the change in the start time. This will allow you to get your lunch and be seated by 1:00 for the presentation to start.

Ladies Lunch - March 2019

"Connection: The Language of Humanity" Presented by Charity Haderlie. Join us for Ladies Lunch as Charity presents why connection is so important. Feel free to bring a friend or two along and enjoy a great presentation and a tasty lunch!

Ladies Lunch - February 1, 2019

Planning for Retirement Presented by Dan McPherson. Please Join us for lunch as Dan presents the basics of planning for retirement. Feel free to bring a friend or two, the more the merrier.

Ladies Lunch - January 4, 2019

"Healthy Can Be Simple!" Presented by Paula Way. Join us for lunch as Paula educates us on the simple, healthy benefits of doTERRA oils. Lunch is always more fun with a friend....feel free to bring one or two along.

Ladies Lunch - December 7, 2018

Due to the busy Holiday Season, we will not be hosting Ladies Lunch in December. Wishing you all a very Merry Christmas and a Happy New Year! See you in January.

Ladies Lunch - November 2, 2018

"How to Talk to Your Spouse About Money and Be More in Love at the End" Presented by Dan McPherson. Feel free to invite a friend or two to join you!

Ladies Lunch - October 5, 2018

After a tasty lunch, you will have the opportunity to participate in a super fun Fall craft. Lunch is always more fun with a friend, so please bring one along.

Ladies Lunch - September 7, 2018

Come learn how to protect who and what matters most through insurance! Feel free to bring a friend or two!

Annual Day at the Zoo

Please join us for our annual Day at the Zoo! Lunch and tickets to the zoo will be provided. We will be at shelter #3. You will be able to get your tickets to the zoo and lunch from us there.

Ladies Lunch!

What to Look for in Ingredients ... Good and Bad Presented by Bill Ayzin with Wealth of Health

Care Planning & Dinner

Come join us for dinner while our specialist will discuss the myths of Medicare, Medicaid, and Long-Term Care Planning.

Ladies Lunch - May 4, 2018

Come learn the gardening basics to help your flower beds and vegetable gardens thrive! Feel free to bring a friend or two!