24 July
From Fear to Freedom: Eliminate Anxiety with Knowledge


Join us for an enlightening evening where we'll dish out more than a delicious Texas Roadhouse dinner. Through interactive discussions with our Certified Financial Planners®, you will be introduced to several strategies that if followed, will bolster your financial confidence and security.
We will discuss strategies like:
  • How to reduce risks through a segmented allocation strategy.
  • How to ensure that your money lasts through customized income strategies and ongoing coaching.
  • Tax tips that can save you thousands of dollars from going to the government.
  • How to safeguard your wishes through proper estate planning.
  • How a relationship with a Comprehensive Financial Planner will strengthen your financial decisions in life.
Extend this invitation to your loved ones and friends, grab a seat, dig into some delicious food, and find out how you can build confidence in your financial plan!
If this time doesn’t work for your schedule, join us at our community education events the first Friday of each month. RSVP’s are required as the 70 seat event center routinely fills up. 

Date and Time

Wed, Jul 24, 2024

6:30p - 7:30p MST


The Teton Event Center

3885 Crestwood Ln
Idaho Falls , ID 83404
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Event Registration