Events in April–May 2025

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
March 31, 2025

April

April 1, 2025
April 2, 2025
April 3, 2025
April 4, 2025
April 5, 2025
April 6, 2025
April 7, 2025
April 8, 2025(1 event)

12:00 pm: Perk Up Your Plan - April 8th, 2025


April 8, 2025

Coffee, tea, and a perfect blend of ideas to give you a more stable financial future. Bring your piping-hot questions!

Your 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

April 9, 2025
April 10, 2025
April 11, 2025
April 12, 2025(1 event)

10:00 am: Shred Event


April 12, 2025

Location: 

1101 Fifth Avenue, San Rafael, CA 94901

Behind the O’Donnell Financial Group Office -Enter from B Street to Julia Street

Details: Please join O’Donnell Financial to….

  • Combat identity theft – Over 20 million cases report each year in the U.S with over 75% of these cases resulting from paper documents.
  • Help conserve the environment as 100% of all shredded documents are recycled
  • Personally witness your sensitive documents being destroyed by an onsite PROSHRED truck
April 13, 2025
April 14, 2025
April 15, 2025
April 16, 2025
April 17, 2025
April 18, 2025
April 19, 2025
April 20, 2025
April 21, 2025
April 22, 2025(1 event)

12:00 pm: Get SANE with Social Security - April 22nd, 2025


April 22, 2025

Your 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.)

April 23, 2025(1 event)

6:00 pm: Dine and Define Your Future


April 23, 2025

Location: Massimo Ristorante
1604 Locust Street, Walnut Creek, CA 94596

Details: 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.

Your Host: Jonathan Richardson, EVP & Financial Advocate, and guest-host of the O’Donnell Financial Hour

April 24, 2025
April 25, 2025
April 26, 2025
April 27, 2025
April 28, 2025
April 29, 2025
April 30, 2025(1 event)

6:00 pm: Dine and Define Your Future


April 30, 2025

Location: Uncle Yu's
39 S. Livermore Avenue, No. 125, Livermore, CA 94550

Details: 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.

Your Host: Jonathan Richardson, EVP & Financial Advocate, and guest-host of the O’Donnell Financial Hour

May

May 1, 2025
May 2, 2025
May 3, 2025
May 4, 2025
May 5, 2025
May 6, 2025(1 event)

12:00 pm: Get SANE with Social Security - May 6th, 2025


May 6, 2025

Your 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 7, 2025
May 8, 2025
May 9, 2025
May 10, 2025
May 11, 2025
May 12, 2025
May 13, 2025
May 14, 2025(1 event)

6:00 pm: Dine and Define Your Future


May 14, 2025

Location: Massimo Ristorante
1604 Locust Street, Walnut Creek, CA 94596

Details: 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 15, 2025
May 16, 2025
May 17, 2025
May 18, 2025
May 19, 2025
May 20, 2025(1 event)

12:00 pm: Get SANE with Social Security - May 20th, 2025


May 20, 2025

Your 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)

6:00 pm: Dine and Define Your Future


May 21, 2025

Location: Il Davide
901 A St, San Rafael, CA 94901

Details: 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 22, 2025
May 23, 2025
May 24, 2025
May 25, 2025
May 26, 2025
May 27, 2025
May 28, 2025
May 29, 2025
May 30, 2025
May 31, 2025

June

June 1, 2025