Retirement Education Seminars
in Utah, Idaho,  Washington, and Arizona

Events

Join us for live events that simplify retirement planning and empower you with actionable strategies on taxes, Social Security and more.

Retirees and their family gathered outside for a meal together

seats are limited reserve yours today

Retirees and their family having breakfast on the beach next to a lake

Our events are designed for those at or near retirement, making them ideal for guests 50 and older with at least $300,000 saved for retirement. This ensures focused, meaningful discussions on strategies for a more secure and confident retirement.

Current clients are welcome to join if they bring a friend or family member who would benefit from learning about B.O.S.S. Retirement Solutions.

Wed
21
Oct 2026

Timbermine, Ogden, UT

Registration is full
6:30 pm
|
Ogden, UT
Thu
22
Oct 2026

Timbermine, Ogden, UT

Registration is full
6:30 pm
|
Ogden, UT
Thu
22
Oct 2026

Ruth’s Chris, Boise, ID

Registration is full
6:30 pm
|
Boise, ID
Tue
27
Oct 2026

Indian Creek Steakhouse, Caldwell, ID

Registration is full
6:30 pm
|
Caldwell, Idaho
Tue
27
Oct 2026

George & Gather, Chandler, AZ

Registration is full
6:30 pm
|
Chandler, AZ
Tue
27
Oct 2026

Ruth's Chris, SLC, UT

Registration is full
6:30 pm
|
Salt Lake City, UT
Wed
28
Oct 2026

Ruth's Chris, SLC, UT

Registration is full
6:30 pm
|
Salt Lake City, UT
Thu
29
Oct 2026

George & Gather, Chandler, AZ

Registration is full
6:30 pm
|
Chandler, AZ
Tue
03
Nov 2026

La Jolla Groves, Provo, UT

Registration is full
6:30 pm
|
Provo, UT
Wed
04
Nov 2026

La Jolla Groves, Provo, UT

Registration is full
6:30 pm
|
Provo, UT
Wed
04
Nov 2026

El Gaucho, Boise, ID

Registration is full
6:30 pm
|
Boise, ID
Tue
10
Nov 2026

Tucanos, Farmington, UT

Registration is full
6:30 pm
|
Farmington, UT
Thu
12
Nov 2026

Tucanos, Farmington, UT

Registration is full
6:30 pm
|
Farmington, UT
Thu
12
Nov 2026

El Gaucho, Boise, ID

Registration is full
6:30 pm
|
Boise, ID
Tue
17
Nov 2026

El Gaucho, Boise, ID

Registration is full
6:30 pm
|
Boise, ID

Get Your B.O.S.S. Retirement Blueprint™

The Framework for a More Confident Retirement

Designed to deliver simplified, personalized financial strategies, the B.O.S.S. Retirement Blueprint™ planning process helps maximize income, growth and legacy while minimizing taxes. Ready to view your retirement from a new angle?