Strategic Wealth Concepts - Idaho Falls, ID

Call Us: 208-528-7922

 

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Nibbles & Knowledge - This event has been postponed. Stay Safe and healthy!

April 1, 2020 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

We are postponing all Events due to the current health concerns around the world. Your health and safety are important to us. We look forward to seeing you again and catching up! Medicare - What Is It, and What Do I Need to Know Presented by Troy Goodwin, HUB Mountain States Limited. Join us for an informative presentation on a very popular topic. Hors D'oeuvre's will be served.

Lunch & Learn!

March 6, 2020 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

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.

Nibbles & Knowledge

February 12, 2020 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

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

February 7, 2020 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

"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.

Nibbles & Knowledge

January 8, 2020 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

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!

January 3, 2020 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

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!

November 1, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

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

October 24, 2019 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

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

October 23, 2019 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

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.

Nibbles & Knowledge

October 9, 2019 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

"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!

October 4, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

"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!

September 6, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

"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

August 24, 2019 11:00a - 2:00p US Mountain Standard Time

Tautphaus Park

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

August 23, 2019 12:00p - 1:00p US Mountain Standard Time

The Teton Event Center

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

August 21, 2019 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

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

August 7, 2019 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

"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!

August 2, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

"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

June 7, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

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

May 8, 2019 6:30p - 7:30p US Mountain Standard Time

The Teton Event Center

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

May 3, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

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

April 5, 2019 11:45a - 1:00p US Mountain Standard Time

The Teton Event Center

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

March 1, 2019 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

"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

February 1, 2019 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

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

January 4, 2019 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

"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

December 7, 2018 12:00p - 2:00p US Mountain Standard Time

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

November 2, 2018 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

"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

October 5, 2018 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

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

September 7, 2018 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

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

August 18, 2018 11:00a - 2:00p US Mountain Standard Time

Tautphaus Park

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!

August 3, 2018 12:00p - 2:00p US Mountain Standard Time

The Teton Event Center

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

Care Planning & Dinner

June 20, 2018 6:30p - 8:00p US Mountain Standard Time

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

May 4, 2018 12:00p - 1:30p US Mountain Standard Time

The Teton Event Center

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

Event Registration




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