Experiences

Join us for NESTEGG News Live – A Market Update!

Join us for Wood Tarver Financial’s Transition to Retirement!

 Are you ready to retire within the next 8 years OR are you currently retired and have questions about your situation?

Join us for our Annual Transition to Retirement conversation! This exclusive discussion will cover topics such as:

• Social Security & Medicare (And How to Reduce Your Taxable Footprint)
• Rollover and Retirement Income
• Tax Efficient Distributions
• Pensions Versus Lump Sum – Which is Better?
• Health Care Cost and Consideration 

 You are encouraged to invite friends and family. 

This event will also be available on zoom. 

https://us02web.zoom.us/j/7776295106

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.

Join Us for Wood Tarver Financial’s  Idaho Power Happy Hour!

Join us for beer, wine, and heavy hors d’oeuvres while you catch up with old friends and make new ones! This happy hour includes all past and present employees of Idaho Power, whether they are a client of ours or not. You are encouraged to invite past or current co-workers as well.

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.

Join us for Wood Tarver Financial’s St. Luke’s Happy Hour!

Join us for beer, wine, and heavy hors d’oeuvres while you catch up with old friends and make new ones! This special event embraces all past and present employees of St. Luke’s, whether they are a client of ours or not. This is an opportunity to socialize and enjoy time with old and new friends.

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.

Please join us for our annual Social Security and Medicare conversation! 

This exclusive discussion will cover:

12:00PM – Medicare

• Medicare
• Medigap
• Private Insurance before Medicare

1:00PM- Social Security

•  Social Security Benefits
• Drawing at 62 versus full retirement age
• Taxes on Social Security
• Strategies to maximize benefits

 You are encouraged to invite friends and family.

This event will also be available on Zoom.

https://us02web.zoom.us/j/7776295106

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.

Please join us for our annual CPA Continuing Education conference!

This exclusive discussion will cover:

• Medicare – Angie Jackson
•  Social Security – Tom Clark
• Market Update – Eric Tarver
• 401K Cash Balance/Defined Benefit Plan
• Investing in a Volatile Market – Eric Tarver 

 You are encouraged to invite friends and family.

This event will also be available on Zoom.

https://us02web.zoom.us/j/7776295106

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.

Please join us at our Annual Holiday Open House!

In the spirit of giving, please bring an unwrapped toy that would bring joy to a child in need during this holiday season. All toys will be donated to Treasure Valley Toys for Tots. This would be a wonderful event to share with a friend. There is neither a cost nor any obligation to attend. However, due to limited space, reservations are required.

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.

Please join us for Wood Tarver Financial’s annual Women, Wine, and Wealth!

This exclusive discussion will cover the unique financial needs of women planning to retire or who are already in retirement. 

Our team will answer your questions regarding: 

• Market Update
• Bitcoin
• Bag Lady Syndrome – How to Manage Your Deepest Fear?
• Checklist for Pre-Retirees
• Integrating Your Estate Plan with Your Investments
• Long Term Medical Insurance
• Tax Efficient Investing

 You are encouraged to invite friends and family.

This event will also be available on zoom.

https://us02web.zoom.us/j/7776295106

Please email lorena.gonzalez@woodtarver.com or contact us at (208)343-2001 to RSVP.