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

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 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 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.

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.

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 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.

Past Events

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.

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.

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.

Event Registration