Events
Upcoming Events
October 6, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - October
"Great Wintertime Getaways - By Car & Air"
October 6, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - October
"Great Wintertime Getaways - By Car & Air"
November 3, 2023
11:45a - 1:00p
The Teton Event Center
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"
November 3, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - November
"Tax Cuts & Jobs Act, Roth Conversions, and Social Security Taxability"
February 2, 2024
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - February
"How To Make Foreign Travel More Fun & Safer"
February 2, 2024
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - February
"How To Make Foreign Travel More Fun & Safer"
Past Events
September 1, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - September
"Precious Metals And Cryptocurrency - Are They A Good Investment?"
September 1, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - September
"Precious Metals and Cryptocurrency - Are They a Good Investment?"
August 12, 2023
11:00a - 2:00p
Tautphaus Park - Shelter #3
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 4, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - August
"Storing and Preserving Your Garden Harvest"
August 4, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - August
"Storing and Preserving Your Garden Harvest"
June 23, 2023
11:00a - 1:00p
Strategic Wealth Concepts - Parking lot
"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!
June 2, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - June
"Emotional and Physical Well-Being Post Retirement"
June 2, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - June
"Emotional And Physical Well-Being Post Retirement"
May 12, 2023
6:00p - 9:00p
Paramount Triplex Theatre
Movie Night!
Guardians of the Galaxy Vol. 3, rated PG-13
May 5, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - May
"Quick and Dirty Guide to Organic Gardening" Presented by Kristi Appelhans, Idaho Falls Community Garden Association
May 5, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - May
"Quick and Dirty Guide to Organic Gardening" Presented by Kristi Appelhans, Idaho Falls Community Garden Association
April 7, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - April
"Protecting Your Castle - Presented By Allen Hall"
April 7, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - April
"Protecting Your Castle - Presented By Allen Hall"
March 3, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - March
"Retirement Rule Changes You Need To Know"
March 3, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - March
"Retirement Rule Changes You Need To Know"
February 3, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - February
"Don't Leave Things to Chance, Designate Beneficiaries"
February 3, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - February
"Don't Leave Things to Chance, Designate Beneficiaries"
January 6, 2023
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom - January
"Understanding Idaho's Community Property Laws, Presented by Steve Wright with Wright Law Offices, PLLC"
January 6, 2023
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person - January
"Understanding Idaho's Community Property Laws, Presented by Steve Wright with Wright Law Offices, PLLC"
November 4, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Tax Strategies 2022"
November 4, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person
"Tax Strategies 2022"
October 7, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"1980's Inflation, Here We Go Again"
October 7, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person
"1980's Inflation, Here We Go Again"
September 2, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Amazing Outdoors in a One Day's Drive"
September 2, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person
"Amazing Outdoors in a One Day's Drive"
August 27, 2022
11:00a - 2:00p
Tautphaus Park - Shelter #3
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!
August 5, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Medicare - What is it, and What Do I Need to Know Presented by Gina Goodwin with Supplemental Insurance Solutions, LLC"
August 5, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person
"Medicare - What is it, and What Do I Need to Know Presented by Gina Goodwin with Supplemental Insurance Solutions, LLC"
July 8, 2022
6:00p - 8:30p
Paramount Triplex Theatre
June 3, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Schemes and Scams!"
June 3, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person
"Schemes and Scams!"
May 6, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Being Prepared at Uncertain Times"
May 6, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn - In Person
"Being Prepared at Uncertain Times"
April 1, 2022
12:00p - 1:00p
Zoom
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.
April 1, 2022
11:45a - 1:00p
The Teton Event Center
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.
March 4, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Local Resources Available to Help Guide You Through a Loved One's Transitions" Presented by Chanse Powell, Senior Solutions
March 4, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"Local Resources Available to Help Guide You Through a Loved One's Transitions" Presented by Chanse Powell, Senior Solutions
February 1, 2022
6:30p - 7:30p
Zoom
Nibbles & Knowledge - Zoom
"7 Deadly Sins for Retiree's"
February 1, 2022
6:15p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
"7 Deadly Sins for Retiree's"
January 7, 2022
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Necessary Legal Preparations That Enable You to Care For Aging Parents" Presented by Steve Wright, Wright Law Offices, PLLC
January 7, 2022
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"Necessary Legal Preparations That Enable You to Care For Aging Parents" Presented by Steve Wright, Wright Law Offices, PLLC
November 19, 2021
5:30p - 7:30p
Paramount Triplex Theatre
November 2, 2021
6:30p - 7:30p
Zoom
Nibbles & Knowledge - Zoom
"Creating Value in an Advisory Relationship"
November 2, 2021
6:15p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
"Creating Value in an Advisory Relationship"
October 12, 2021
7:00p - 8:00p
Zoom
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.
October 12, 2021
6:45p - 8:00p
The Teton Event Center
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.
October 1, 2021
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Making Every Dollar Last Longer"
October 1, 2021
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"Making Every Dollar Last Longer"
September 14, 2021
6:30p - 7:30p
Zoom
Nibbles & Knowledge - Zoom
"Managing Inflation Risk"
September 14, 2021
6:15p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
"Managing Inflation Risk"
August 21, 2021
11:00a - 2:00p
Tautphaus Park
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!
August 6, 2021
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Dan & Russ Share Their Top 5 Financial Lessons Learned"
August 6, 2021
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"Dan & Russ Share Their Top 5 Financial Lessons Learned"
July 9, 2021
11:00a - 1:00p
Strategic Wealth Concepts - Parking lot
"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!
June 14, 2021
6:00p - 8:00p
Strategic Wealth Concepts - Field in front of the building
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!
June 8, 2021
6:30p - 7:30p
Zoom
Nibbles & Knowledge - Zoom
"Pros and Cons of Investing in Real Estate"
June 8, 2021
6:15p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
"Pros and Cons of Investing in Real Estate"
May 7, 2021
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"Interesting Idaho History & Places You Can Visit"
May 7, 2021
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"Interesting Idaho History & Places You Can Visit"
April 6, 2021
6:30p - 7:30p
Zoom
Nibbles & Knowledge - Zoom
"Protecting Your Health & Wealth"
April 6, 2021
6:15p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
"Protecting Your Health & Wealth" - Seating is limited
March 5, 2021
12:00p - 1:00p
Zoom
Lunch & Learn - Zoom
"How Credit Scores Work"
March 5, 2021
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"How Credit Scores Work" - Seating is limited
February 2, 2021
6:30p - 7:30p
Facebook Live Stream
Nibbles & Knowledge - Facebook Live Stream
"Delaying, Transferring & Avoiding Taxes"
February 2, 2021
6:15p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
"Delaying, Transferring & Avoiding Taxes" - Seating is limited
January 8, 2021
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
The Probate Process....What You Need to Know Presented by Steve Wright with Wright Law Offices, PPLC Seating is limited
January 8, 2021
12:00a - 1:00p
Facebook Live Stream
Lunch & Learn - Facebook Live Stream
The Probate Process....What You Need to Know Presented by Steve Wright with Wright Law Offices, PPLC
November 17, 2020
6:30p - 7:30p
Facebook Live Stream
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
November 12, 2020
6:30p - 7:30p
Facebook Live Stream
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
November 12, 2020
6:15p - 7:30p
The Teton Event Center
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
October 15, 2020
6:30p - 7:30p
Facebook Live Stream
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.
October 15, 2020
6:15p - 7:30p
The Teton Event Center
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!
October 15, 2020
6:15p - 7:30p
The Teton Event Center
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!
October 13, 2020
6:30p - 7:30p
Facebook Live Stream
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.
October 13, 2020
6:15p - 7:30p
The Teton Event Center
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!
October 13, 2020
6:15p - 7:30p
The Teton Event Center
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!
October 2, 2020
12:00p - 1:00p
Facebook Live Stream
Lunch & Learn - Facebook Live Stream
"Managing Beneficiary Designations, the Do's & Don'ts"
October 2, 2020
11:45a - 1:00p
The Teton Event Center
Lunch & Learn In-Person
"Managing Beneficiary Designations, the Do's & Don'ts" Seating is limited
September 17, 2020
6:30p - 7:30p
The Teton Event Center
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!
September 17, 2020
6:30p - 7:30p
The Teton Event Center
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!
September 17, 2020
6:30p - 7:30p
Facebook Live Stream
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.
September 15, 2020
6:30p - 7:30p
The Teton Event Center
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!
September 15, 2020
6:30p - 7:30p
The Teton Event Center
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!
September 15, 2020
6:30p - 7:30p
Facebook Live Stream
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.
September 1, 2020
6:30p - 7:30p
Facebook Live Stream
Nibbles & Knowledge - Facebook Live Stream
"Home Equity in Retirement" - Facebook Live Stream
September 1, 2020
6:30p - 7:30p
The Teton Event Center
Nibbles & Knowledge In-Person
In-Person event, seating is limited, "Home Equity in Retirment"
August 7, 2020
11:45a - 1:00p
The Teton Event Center
Lunch & Learn
Recent Lessons on Emergency Preparedness Presented by Dan McPherson and Russell Slack
June 30, 2020
6:30p - 7:30p
freeconferencecall.com
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.
April 1, 2020
6:30p - 7:30p
The Teton Event Center
Nibbles & Knowledge - This event has been postponed. Stay Safe and healthy!
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.
March 6, 2020
11:45a - 1:00p
The Teton Event Center
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.
February 12, 2020
6:30p - 7:30p
The Teton Event Center
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.
February 7, 2020
11:45a - 1:00p
The Teton Event Center
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.
January 8, 2020
6:30p - 7:30p
The Teton Event Center
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!
January 3, 2020
11:45a - 1:00p
The Teton Event Center
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!
November 1, 2019
11:45a - 1:00p
The Teton Event Center
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?
October 24, 2019
6:30p - 7:30p
The Teton Event Center
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.
October 23, 2019
6:30p - 7:30p
The Teton Event Center
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.
October 9, 2019
6:30p - 7:30p
The Teton Event Center
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!
October 4, 2019
11:45a - 1:00p
The Teton Event Center
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!
September 6, 2019
11:45a - 1:00p
The Teton Event Center
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.
August 24, 2019
11:00a - 2:00p
Tautphaus Park
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.
August 23, 2019
12:00p - 1:00p
The Teton Event Center
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
August 21, 2019
6:30p - 7:30p
The Teton Event Center
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
August 7, 2019
6:30p - 7:30p
The Teton Event Center
Nibbles & Knowledge
"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.
August 2, 2019
11:45a - 1:00p
The Teton Event Center
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.
June 7, 2019
11:45a - 1:00p
The Teton Event Center
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.
May 8, 2019
6:30p - 7:30p
The Teton Event Center
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.
May 3, 2019
11:45a - 1:00p
The Teton Event Center
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.
April 5, 2019
11:45a - 1:00p
The Teton Event Center
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.
March 1, 2019
12:00p - 2:00p
The Teton Event Center
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!
February 1, 2019
12:00p - 2:00p
The Teton Event Center
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.
January 4, 2019
12:00p - 2:00p
The Teton Event Center
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.
December 7, 2018
12:00p - 2:00p
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.
November 2, 2018
12:00p - 2:00p
The Teton Event Center
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!
October 5, 2018
12:00p - 2:00p
The Teton Event Center
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.
September 7, 2018
12:00p - 2:00p
The Teton Event Center
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!
August 18, 2018
11:00a - 2:00p
Tautphaus Park
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.
August 3, 2018
12:00p - 2:00p
The Teton Event Center
Ladies Lunch!
What to Look for in Ingredients ... Good and Bad Presented by Bill Ayzin with Wealth of Health
June 20, 2018
6:30p - 8:00p
Care Planning & Dinner
Come join us for dinner while our specialist will discuss the myths of Medicare, Medicaid, and Long-Term Care Planning.
May 4, 2018
12:00p - 1:30p
The Teton Event Center
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!