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
More events are on the way! Check back soon for more information.
Past Events
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.
November 19, 2024
11:00a - 1:00p
Oregon Pacific Financial Advisors
Beyond the Balance Sheet: Elevate Your Client Value [Lunch Event]
Beyond the Balance Sheet: Elevate Your Client Value [Lunch Event] Forward-thinking financial professionals are invited to a lunch discussion to explore innovative ways to elevate their client services. Join this group for thought-provoking discussions and insights that will set you apart in a competitive market. Don't miss this chance to network with peers and grow your impact!
May 17, 2024
2:00p - 4:00p
Oregon Pacific Financial Advisors
Sip & Shred and Open House
You're invited! Join Oregon Pacific Financial Advisors for our annual Sip & Shred and Open House.
May 16, 2024
6:00p - 7:30p
Rogue Valley Country Club
Successful Succession Planning for Business Owners Dinner Seminar - May 16th, 2024
Oregon Pacific Financial Advisors and TMT Business Services present the Successful Succession Planning for Business Owners. If you are a business owner with over $1m in annual revenue, this seminar is for you. Have a meal on us while you gain valuable insight into planning the next stage of your business journey.
May 9, 2024
6:00p - 7:30p
Taprock Northwest Grill, Evergreen Room
Successful Succession Planning for Business Owners Dinner Seminar - May 9th, 2024
Oregon Pacific Financial Advisors and TMT Business Services present the Successful Succession Planning for Business Owners. If you are a business owner with over $1m in annual revenue, this seminar is for you. Have a meal on us while you gain valuable insight into planning the next stage of your business journey.
May 2, 2024
6:00p - 7:30p
Ashland Springs Hotel
Successful Succession Planning for Business Owners Dinner Seminar - May 2nd, 2024
Oregon Pacific Financial Advisors and TMT Business Services present the Successful Succession Planning for Business Owners Dinner Seminar. If you are a business owner with over $1m in annual revenue, this seminar is for you. Have a meal on us while you gain valuable insight into planning the next stage of your business journey.
May 17, 2023
2:00p - 4:00p
Oregon Pacific Financial Advisors
Sip & Shred and Open House
Oregon Pacific Financial Advisors' annual sip and shred and open house.
May 9, 2023
1:00p - 2:30p
Oregon Pacific Financial Advisors
Financial & Estate Planning Seminar
A free seminar to learn about financial planning and estate planning.
September 20, 2022
2:00p - 4:00p
Oregon Pacific Financial Advisors
Annual Sip & Shred and Open House
Drop off your confidential documents for free onsite destruction and join us upstairs for a sip and a snack.
June 15, 2022
5:30p - 6:30p
Oregon Pacific Financial Advisors
Financial Bootcamp: 6 Steps to Financial Success
Join our seminar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
May 12, 2022
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
September 13, 2021
11:30a - 12:30p
Live Zoom Webinar
Peter Montoya: Meet the Author Zoom Event
Join our Zoom event to meet best-selling author Peter Montoya and learn steps to improve your life, relationships and heal our nation.
August 5, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
July 8, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
May 6, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
April 8, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
March 18, 2021
5:30p - 6:30p
Live Zoom Webinar
[WEBINAR] 2021 Tax Strategies
Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.
March 4, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
February 17, 2021
5:00p - 6:30p
Live Zoom Webinar
[WEBINAR] Estate Planning & Financial Health
Join our webinar to learn more about saving your family tens of thousands of dollars, ensuring that your assets are not lost or mismanaged and keeping your family out of court in the event of your passing or incapacitation.
February 4, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
January 7, 2021
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
December 3, 2020
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
November 5, 2020
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
October 1, 2020
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.
July 7, 2020
5:30p - 6:30p
Live Zoom Webinar
Financial Bootcamp: 6 Steps to Financial Success
Join our webinar to learn more about the steps to financial success. This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.