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2021 Summer Speaker Series

SILVER BRIDGE IS PROUD TO PRESENT

OUR 2021 SUMMER SPEAKER SERIES

We have put together a lineup of experts with important, timely advice on a number of relevant topics. Classes last approximately one hour.

Please join us for one or more of these seminars. Guests are welcome.

RESERVE YOUR SEATS AT NO COST TO YOU using the form below.

Location and details will follow.


Making Sense of Our Local Real Estate Market.................................May 18 at 6:30 p.m. presented by Rick Gray of Rick Gray International

What has caused the unprecedented migration we are seeing in the Treasure Valley? Join Rick Gray for a discussion on the three main causes of the record number of people moving to Idaho, how prices and inventory have been affected, the current climate for buyers, sellers, and investors, and how to capitalize on what’s to come.


Employees vs. Independent Contractors...........................................June 22 at 11:00 a.m. presented by Silver Bridge CPAs

Understand the difference between employees who get a W-2 and workers who need a 1099, and how to handle each one. Silver Bridge pros will share how to make the right choice for your business and tax situation and to avoid misclassifications and costly IRS penalties. Bring your questions and leave with a plan!


Optimize Your Social Security.....................................................................July 20 at 9:30 a.m. presented by Ron Richards of Cambridge Investment Research

In the financial industry for over 25 years, Ron Richards specializes in what to consider regarding Social Security benefits, when you can start claiming them, how various factors can impact your benefits, and more! If you are nearing retirement and need some planning help, you will want to attend this free class.


Budgets and Money Management.....................................................Aug 17 at 6:30 p.m. presented by Kara Rasmussen of Changekeepers

Getting started in life, setting a budget and following it, making and achieving financial goals, finding holes in your financial well-being... all of this can be intimidating. Discover a path and a thorough analysis of each and every step toward authentic financial security using The Financial Wheel with money manager and coach Kara Rasmussen.


Generating Growth and Income in Retirement..................................Sept 21 at 11:00 a.m. presented by John Thomas of Morgan Stanley

If you are on the brink of retiring or are looking for ways to further enhance your years as a retiree, this class is for you! Wealth Advisor John Thomas of Morgan Stanley will cover how to best execute a financial plan to appropriately grow your investments in retirement, given your stage in life, as well as discuss the prudent ways to generate income in today’s challenging low interest rate environment. He will touch on bond strategies that are designed to help generate higher levels of income through retirement, while complementing your Social Security strategy, and ultimately allowing you to accomplish all that is important to you.


Is a Defined Benefit Retirement Plan Right for You?.....................Oct 26 at 6:30 p.m. presented by Blayne Andersen of BANDER Wealth Management

Potentially reduce income tax liability by $40,000 or more annually! If you are an individual with self-employment income or a small business owner, you may be eligible for setting up a defined benefit retirement plan. Blayne Andersen, CFP® will share the advantages and provide some examples of the tax savings potential. If you're looking for a way to significantly ramp up your retirement savings, don't miss this class!

Please reserve your seat using the form below:

Name *
E-Mail *
Phone Number *
Seminar Interest 1. Making Sense of Our Local Real Estate Market
2. Employees vs. Independent Contractors
3. Optimize Your Social Security
4. Budgets and Money Management
5. Generating Growth and Income in Retirement
6. Is a Defined Benefit Retirement Plan Right for You?
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