HOSTED BY GREG O’DONNELL
If you would like to learn more about strategies that may help you reduce your taxes, lower your market risk, increase your income, and much more, then please join us and other proactive, informed retirees for a complimentary informative seminar. Call now to secure your reservation, or click on the calendar event below to read a description and RSVP online.
- In-Person Events
- Greg O’Donnell Financial Hour
Events in May–June 2025
May 14, 2025 (1 event)
May 14, 2025Location: Massimo Ristorante
1604 Locust Street, Walnut Creek, CA 94596Details: Enjoy a dinner on us to help you define your financial future. Featuring food for thought with an expert presentation, followed up with Q&A to satiate your curious mind.
May 20, 2025 (1 event)
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May 20, 2025Your Host: Jonathan Richardson, EVP & Financial Advocate, and guest-host of the O’Donnell Financial Hour
Location: 1520 The Alameda, in the conference room next to T-T Deli, San Jose, CA 95126
Get SANE with Social Security - at my office in San Jose - for a limited time.
S is for survivor benefits - how will you living beyond your spouse affect what Social Security pays you?
A is for the amount of TAXES you may have to pay on your benefits. Did you even know that’s a potential?
N is for nuptials. How does marriage affect your options for taking social security?
E is for early or later … when is it optimal for YOU to take social security benefits?
You MUST pre-register to reserve a spot, as we’re only meeting with a few people per ONE-HOUR to answer everyone’s questions thoroughly.
We want you to feel SANE when you leave!
(Can’t make it? Schedule a 20-minute call with me – hit the dark blue button in the lower righthand corner to book a spot on my calendar.)
May 21, 2025 (1 event)
May 21, 2025Location: Il Davide
901 A St, San Rafael, CA 94901Details: Enjoy a dinner on us to help you define your financial future. Featuring food for thought with an expert presentation, followed up with Q&A to satiate your curious mind.
June 3, 2025 (1 event)
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June 3, 2025Your Host: Jonathan Richardson, EVP & Financial Advocate, and guest-host of the O’Donnell Financial Hour
Location: 1520 The Alameda, in the conference room next to T-T Deli, San Jose, CA 95126
Get SANE with Social Security - at my office in San Jose - for a limited time.
S is for survivor benefits - how will you living beyond your spouse affect what Social Security pays you?
A is for the amount of TAXES you may have to pay on your benefits. Did you even know that’s a potential?
N is for nuptials. How does marriage affect your options for taking social security?
E is for early or later … when is it optimal for YOU to take social security benefits?
You MUST pre-register to reserve a spot, as we’re only meeting with a few people per ONE-HOUR to answer everyone’s questions thoroughly.
We want you to feel SANE when you leave!
(Can’t make it? Schedule a 20-minute call with me – hit the dark blue button in the lower righthand corner to book a spot on my calendar.)
June 4, 2025 (1 event)
June 4, 2025Location: Willard Hicks Campbell
280 E Campbell Ave, Campbell CA 95008Details: Enjoy a dinner on us to help you be more efficient with investing. Featuring thought-provoking ideas with an expert presentation, followed up with Q&A.
June 11, 2025 (1 event)
June 11, 2025Location: Il Davide
901 A St, San Rafael, CA 94901Details: Enjoy a dinner on us to help you be more efficient with investing. Featuring thought-provoking ideas with an expert presentation, followed up with Q&A.
June 17, 2025 (1 event)
–
June 17, 2025Your Host: Jonathan Richardson, EVP & Financial Advocate, and guest-host of the O’Donnell Financial Hour
Location: 1520 The Alameda, in the conference room next to T-T Deli, San Jose, CA 95126
Get SANE with Social Security - at my office in San Jose - for a limited time.
S is for survivor benefits - how will you living beyond your spouse affect what Social Security pays you?
A is for the amount of TAXES you may have to pay on your benefits. Did you even know that’s a potential?
N is for nuptials. How does marriage affect your options for taking social security?
E is for early or later … when is it optimal for YOU to take social security benefits?
You MUST pre-register to reserve a spot, as we’re only meeting with a few people per ONE-HOUR to answer everyone’s questions thoroughly.
We want you to feel SANE when you leave!
(Can’t make it? Schedule a 20-minute call with me – hit the dark blue button in the lower righthand corner to book a spot on my calendar.)
GET GREG’S LATEST BOOK
Empower your retirement knowledge with The Little Red Book of Retirement Complete Series
When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone may not be enough to secure a prosperous retirement. The Little Red Book of Retirement Series aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your complimentary digital copy here to get started!