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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

May 2, 2024

6:00p - 7:30p

Ashland Springs Hotel

Register

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 9, 2024

6:00p - 7:30p

Taprock Northwest Grill, Evergreen Room

Register

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 16, 2024

6:00p - 7:30p

Rogue Valley Country Club

Register

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 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.

Past Events

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.

Event Registration