Events in June–July 2025
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May 26, 2025
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May 27, 2025
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May 28, 2025
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May 29, 2025
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May 30, 2025
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May 31, 2025
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JuneJune 1, 2025 |
June 2, 2025
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June 3, 2025(1 event) 12:00 pm: Get SANE with Social Security - June 3rd, 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.) |
June 4, 2025
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June 5, 2025
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June 6, 2025
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June 7, 2025
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June 8, 2025
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June 9, 2025
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June 10, 2025
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June 11, 2025
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June 12, 2025
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June 13, 2025
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June 14, 2025
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June 15, 2025
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June 16, 2025
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June 17, 2025(1 event) 12:00 pm: Get SANE with Social Security - June 17th, 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.) |
June 18, 2025
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June 19, 2025
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June 20, 2025
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June 21, 2025
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June 22, 2025
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June 23, 2025
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June 24, 2025
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June 25, 2025
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June 26, 2025
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June 27, 2025
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June 28, 2025
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June 29, 2025
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June 30, 2025
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JulyJuly 1, 2025 |
July 2, 2025
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July 3, 2025
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July 4, 2025
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July 5, 2025
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July 6, 2025
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July 7, 2025
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July 8, 2025
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July 9, 2025
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July 10, 2025
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July 11, 2025
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July 12, 2025
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July 13, 2025
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July 14, 2025
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July 15, 2025
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July 16, 2025
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July 17, 2025
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July 18, 2025
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July 19, 2025
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July 20, 2025
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July 21, 2025
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July 22, 2025
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July 23, 2025(1 event) 6:00 pm: Exclusive Client Dinner and Speaker Event – Clients are invited to a local favorite steakhouse to enjoy a dinner and a talk by local legendary speaker. He’ll review market conditions, followed by a lively Q&A. Location information available through email. |
July 24, 2025
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July 25, 2025
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July 26, 2025
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July 27, 2025
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July 28, 2025
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July 29, 2025
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July 30, 2025
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July 31, 2025
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AugustAugust 1, 2025 |
August 2, 2025
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August 3, 2025
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