Events

Thank you for the RSVP to Oregon Pacific Financial Advisors' annual Sip & Shred and Open House! Date:  Wednesday, May 17th, 2023 Time: 2:00 pm to 4:00 pm Location: Oregon Pacific Financial Advisors, 210 West 8th Street, Medford Drop off any documents at the Rogue Shred truck in the parking lot, then join us upstairs in our office for complimentary snacks and wine or to just say hi. If you have any questions, feel free to reach out to us at (541) 772-1116 or info@opfa.com. See you then! Oregon Pacific Financial Advisors 210 West 8th Street Medford, OR 97501 (541) 772-1116 info@opfa.com www.opfa.com Elegantly designing the future today.

Thank you for registering for our joint Financial Planning & Estate Planning seminar! Date: Tuesday, May 9th, 2023 Time: 1:00 pm to 2:30 pm Where: Oregon Pacific Financial Advisors, 210 West 8th Street, Medford Please call (541) 772-1116 or email info@opfa.com if you have any questions. See you soon! Oregon Pacific Financial Advisors 541-72-1116 info@opfa.com www.opfa.com 210 W 8th Street, Medford, OR 97501 Elegantly designing the future today.

Thank you for your RSVP to our annual Sip & Shred and Open House. Come by our office and drop off your confidential documents for free onsite destruction by Rogue Shred. The Rogue Shred truck will be in the parking lot, ready to take your shredding. Then use the elevator entrance on the left to join us upstairs for our Open House. We also have an entrance with stairs along Grape Street to the right. You're welcome to share this with any family or friends who might also benefit from this service. We look forward to seeing you!

Thank you for your interest in the Financial Bootcamp seminar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, June 15th 2022 Time: 5:30 PM to 6:30 PM Pacific Time If you have any questions, reach out to Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, May 12th 2022 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/82012108506 Meeting ID: 820 1210 8506 If needed, here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook prior to the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Click here to join the Zoom webinar: https://us02web.zoom.us/j/86891891746?pwd=S1Jzb1BtU2hZWkRqcjIwMmZHcEJ0QT09 Meeting ID: 868 9189 1746 Passcode: 177237

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, August 5th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/87200724295 Meeting ID: 872 0072 4295 If needed, here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook prior to the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, July 8th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/87200724295 Meeting ID: 872 0072 4295 If needed, here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook prior to the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, May 6th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/87200724295 Meeting ID: 872 0072 4295 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook prior to the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, April 8th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/85609799230 Meeting ID: 856 0979 9230 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook prior to the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in our 2021 Tax Strategies webinar. Topic: 2021 Tax Strategies Date Thursday, March 18th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/89254131100 Meeting ID: 892 5413 1100 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link prior to the webinar. If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, March 4th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/87200724295 Meeting ID: 872 0072 4295 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook prior to the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Estate Planning & Financial Health Webinar Topic: Estate Planning & Financial Health Date: Wednesday, February 17th, 2021 Time: 5:00 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/84101173742 Meeting ID: 841 0117 3742 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder the day before the webinar. If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116 or info@opfa.com. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, February 4th, 2021 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/87200724295 Meeting ID: 872 0072 4295 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook the day before the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, January 7th, 2020 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/89535648995 Meeting ID: 895 3564 8995 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting We will email you a reminder with this link and an electronic version of the workbook the day before the webinar. If you would prefer a physical copy, email info@opfa.com with a mailing address. If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, December 3rd, 2020 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/84448949715 Meeting ID: 844 4894 9715 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting Click here for an electronic version of the Financial Management Workbook for this webinar: https://s3.amazonaws.com/static.contentres.com/media/documents/ddf268a1-d342-446e-89a6-2af60418c040.pdf If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today.

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, November 5th, 2020 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/82520812165 Meeting ID: 825 2081 2165 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting Click here for an electronic version of the Financial Management Workbook for this webinar: https://s3.amazonaws.com/static.contentres.com/media/documents/ddf268a1-d342-446e-89a6-2af60418c040.pdf If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today.

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Thursday, October 1, 2020 Time: 5:30 PM to 6:30 PM Pacific Time Please use this link to Join the Zoom webinar: https://us02web.zoom.us/j/82933641156 Meeting ID: 829 3364 1156 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting Click here for an electronic version of the Financial Management Workbook for this webinar: https://s3.amazonaws.com/static.contentres.com/media/documents/ddf268a1-d342-446e-89a6-2af60418c040.pdf If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you! Oregon Pacific Financial Advisors 210 West 8th Street, Medford, OR 97501 (541) 772-1116 www.opfa.com info@opfa.com Elegantly designing your future today.

Thank you for your interest in the Financial Bootcamp webinar. Topic: Financial Bootcamp: 6 Steps to Financial Success Date Tuesday, July 7, 2020 Time: 5:30 PM to 6:30 PM Pacific Time Please use this Zoom Meeting link to join the webinar: https://us02web.zoom.us/j/85456890062 Meeting ID: 854 5689 0062 Here is a tutorial for joining a Zoom video call: https://support.zoom.us/hc/en-us/articles/201362193-Joining-a-meeting Click here for an electronic version of the Financial Management Workbook for this webinar: https://s3.amazonaws.com/static.contentres.com/media/documents/ddf268a1-d342-446e-89a6-2af60418c040.pdf If you have any questions, reach out to us at Oregon Pacific Financial Advisors at (541) 772-1116. Thank you!