Events
From open houses to educational seminars, we love to engage with our clients and the community. If any of the events below look interesting, please register or give us a call at (541) 772-1116. We’ll be happy to add you to our guest list.
Upcoming Events
March 12, 2026
5:30p - 6:30p
Online Webinar
[Webinar] - Financial Fitness
Do you know how to measure your Financial Fitness? Much like physical fitness, financial fitness is something that takes work, but leads to an overall better quality of life. And like a personal trainer for your body, a financial professional can help you figure out exactly where you are at, and how to get to where you want to be.
April 13, 2026
5:30p - 6:30p
Klamath Community College
Creating a Budget That Works for You Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Creating a Budget That Works for You.
April 27, 2026
5:30p - 6:30p
Klamath Community College
Getting Ready for Retirement Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Getting Ready for Retirement.
Past Events
March 9, 2026
5:30p - 6:30p
Klamath Community College
Getting Ready for Retirement Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Getting Ready for Retirement.
February 23, 2026
5:30p - 6:30p
Klamath Community College
Creating a Budget That Works for You Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Creating a Budget That Works for You.
February 12, 2026
5:30p - 6:30p
Online Webinar
Tax Planning in Retirement - Educational Webinar [Zoom]
Our tax code is complex and often confusing, which means you can sometimes pay more in taxes than you were expecting. This educational webinar will help you get a better understanding of how tax planning changes throughout your pre-retirement and retirement years, and what you can do to help ensure you are making the most of your retirement savings.
February 3, 2026
12:00p - 1:00p
Online Webinar
Oregon PERS OPSRP Informational Webinar - Police and Fire [Zoom]
Please join us for our an informational webinar on navigating Oregon PERS as an OPSRP employee approaching retirement.
February 2, 2026
5:30p - 6:30p
Online Webinar
Getting Ready for Retirement Educational Webinar [Zoom]
Please join us on Zoom for our educational webinar on Getting Ready for Retirement.
January 29, 2026
10:00a - 11:00a
Online Webinar
Oregon PERS OPSRP Informational Webinar - Police and Fire [Zoom]
Please join us for our an informational webinar on navigating Oregon PERS as an OPSRP employee approaching retirement.
January 22, 2026
12:00p - 1:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
January 20, 2026
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS OPSRP Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as an OPSRP employee approaching retirement.
January 12, 2026
5:30p - 6:30p
Online Webinar
Creating a Budget That Works for You Educational Webinar [Zoom]
Please join us online for our educational webinar on Creating a Budget That Works for You.
January 6, 2026
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
November 18, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS OPSRP Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as an OPSRP employee approaching retirement.
November 17, 2025
5:30p - 6:30p
Klamath Community College
Getting Ready for Retirement Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Getting Ready for Retirement.
November 11, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
November 3, 2025
Klamath Community College
Creating a Budget That Works for You Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Creating a Budget That Works for You.
October 6, 2025
5:30p - 6:30p
Klamath Community College
Getting Ready for Retirement Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Getting Ready for Retirement.
October 1, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS OPSRP Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as an OPSRP employee approaching retirement.
September 30, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
September 19, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS OPSRP Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as an OPSRP employee approaching retirement.
September 16, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
September 15, 2025
5:30p - 6:30p
Klamath Community College
Creating a Budget That Works for You Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Creating a Budget That Works for You.
July 21, 2025
5:30p - 6:30p
Klamath Community College
Getting Ready for Retirement Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Getting Ready for Retirement.
June 30, 2025
5:30p - 6:30p
Klamath Community College
Creating a Budget That Works for You Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Creating a Budget That Works for You.
June 11, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS OPSRP Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as an OPSRP employee approaching retirement.
June 10, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
June 2, 2025
5:30p - 6:30p
Klamath Community College
Getting Ready for Retirement Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Getting Ready for Retirement.
May 28, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS OPSRP Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as an OPSRP employee approaching retirement.
May 27, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar [Medford]
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.
May 19, 2025
5:30p - 6:30p
Klamath Community College
Creating a Budget That Works for You Educational Seminar [Klamath Falls]
Please join us in Klamath Falls for our educational seminar on Creating a Budget That Works for You.
May 15, 2025
2:00p - 4:00p
Oregon Pacific Financial Advisors
Sip & Shred Open House
You're invited! Join Oregon Pacific Financial Advisors for our annual Sip & Shred and Open House.
April 15, 2025
6:00p - 7:00p
Oregon Pacific Financial Advisors
Oregon PERS Tier 1/Tier 2 Informational Seminar
Please join us for our an informational seminar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.