Broker Check

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.

Event Registration

Will you be able to attend this event?