Upcoming events


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Sun Valley Getaway

September 11 – 13 in Ketchum, ID

Limelight Hotel

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Sun Valley Getaway

Join us for a lovely trip. We will enjoy outdoor activities, wine tasting and fine dining.

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Please contact TJ at 208.343.2001 or tj.falconer@raymondjames.com for more information.

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Tax Update

Tuesday, October 9th
6:00 p.m.
Hillcrest Country Club
4610 W Hillcrest Drive
Boise, ID


Wood-Tarver invites you to join us in understanding how the new Tax Reform will affect you, your retirement income and your business.

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During this conversation we’ll go over everything you need to know and understand about the new tax law for yourself and your business. We’ll also teach you a few tips and tricks to minimize your taxes for 2018 and help plan accordingly for a wealthy retirement.

Some significant changes:

‐ Mortgage Deductions

‐ 2nd Mortgage Deduction

‐ Financial Advisor/CPA Deduction of Costs

‐ Impact to Charitable Contributions

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Estate Planning

Thursday, October 25th
6:00 p.m.
Arid Club

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Estate Planning

We will look at how you can preserve and protect your assets before passing them on to your beneficiaries.

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Topics will include, but not limited to:

  • Having proper beneficiary designations
  • Estate planning documents everyone should consider
  • Importance of Long Term Care asset protection
  • Consolidating IRA’s and 401(k)s
  • Taking advantage of the direct Charitable Contribution
  • Dealing with out of state real-estate
  • Fee based versus Commission based investing
  • Fiduciary Standard versus Suitability Standard
  • Tax Exempt Investing

If you are not able to join us, contact TJ to request notes from this session. tj.falconer@raymondjames.com or 208.343.2001

There is neither a cost nor any obligation to attend, however, due to limited space reservations are required. You are encouraged to invite family and friends for this event.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Medicare

Guest speaker: Byron Diehl
Tuesday, December 4th
1:00 p.m.
Cottonwood Grille

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Medicare

Join us for a Medicare conversation presented by Byron Diehl. Byron is very familiar with Medicare, Medigap and private insurance before Medicare.

Learn more »

If you are not able to join us, contact TJ to request notes from this session. tj.falconer@raymondjames.com or 208.343.2001

There is neither a cost nor any obligation to attend, however, due to limited space reservations are required. You are encouraged to invite family and friends for this event.

Raymond James is not affiliated with and does not endorse the opinions or services of Byron Diehl. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Social Security

Guest speaker: Tom Clark
Tuesday, December 4th
12:00 p.m. & 6:00 p.m.
Cottonwood Grille

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Social Security

Join us for a Social Security conversation presented by Tom Clark. Tom was employed by the Social Security Administration for 33 years before retiring in 2011. He is now an independent Social Security speaker and consultant. Learn how to optimize your social security benefits for you (and your spouse).

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Please bring your questions for Tom.

*Overview of Social Security Benefits* *Drawing at 62 versus full Retirement Age* *Delayed Retirement Credits* *Spouses and Widows Benefits* *Strategies to Maximize Benefits* *Options available only to Widows and Widowers*

If you are not able to join us, contact TJ to request notes from this session. tj.falconer@raymondjames.com or 208.343.2001

There is neither a cost nor any obligation to attend, however, due to limited space reservations are required. You are encouraged to invite family and friends for this event.

*CPA CE Credit Available

Raymond James is not affiliated with and does not endorse the opinions or services of Tom Clark. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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2018 CPA Conference

Tuesday, December 4th
12:00 p.m.
Cottonwood Grille

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2018 CPA Conference

Learn more »
  • Social Security – Tom Clark, Social Security Specialist
  • Medicare – Byron Diehl, WW Deal Agency
  • Retirement – Kelly Wood, Wood Financial Group

Hosted happy hour to follow

3 Continuing Education Credits

Raymond James is not affiliated with and does not endorse the opinions or services of Byron Diehl and Tom Clark. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Holiday Open House

Wednesday, December 5th
4:00 p.m. - 7:00 p.m.
Hillcrest Country Club

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Holiday Open House

Please join us for our Annual Holiday Open House!

Please bring a non-perishable food item to donate to the Boise Rescue Mission.


Please contact TJ at 208.343.2001 or tj.falconer@raymondjames.com to RSVP or if you have any questions about an event.