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Upcoming Events

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

Past Events

June 15, 2023

6:00p - 8:00p

Galaxy Event Center

Dinner and State of the Market Address

You are cordially invited to Davis Wealth Management client appreciation STATE OF THE MARKET ADDRESS and DINNER event, with special guest speaker DEAN ZAYED, Founder and CEO of Brookstone Capital Management.

March 8 - March 15, 2022

6:30p - 9:30p

West Ada School District Building

March 2 - March 9, 2022

6:30p - 9:30p

West Ada School District Building

Changing World of Retirement Planning

You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you will learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

January 27, 2022 - February 8, 2022

6:30p - 9:30p

CWI Nampa Campus - Academic Building

The Changing World of Retirement Planning Course

The rules of the Retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

Event Registration