Events in April–May 2025
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March 31, 2025
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AprilApril 1, 2025 |
April 2, 2025
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April 3, 2025
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April 4, 2025
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April 5, 2025
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April 6, 2025
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April 7, 2025
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April 8, 2025(1 event) 12:00 pm: Perk Up Your Plan - April 8th, 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
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April 10, 2025
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April 11, 2025
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April 12, 2025(1 event) 10:00 am: Shred Event – 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….
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April 13, 2025
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April 14, 2025
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April 15, 2025
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April 16, 2025
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April 17, 2025
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April 18, 2025
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April 19, 2025
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April 20, 2025
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April 21, 2025
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April 22, 2025(1 event) 12:00 pm: Get SANE with Social Security - April 22nd, 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 Location: Massimo Ristorante 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
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April 25, 2025
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April 26, 2025
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April 27, 2025
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April 28, 2025
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April 29, 2025
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April 30, 2025(1 event) 6:00 pm: Dine and Define Your Future Location: Uncle Yu's 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 |
MayMay 1, 2025 |
May 2, 2025
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May 3, 2025
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May 4, 2025
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May 5, 2025
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May 6, 2025(1 event) 12:00 pm: Get SANE with Social Security - May 6th, 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
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May 8, 2025
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May 9, 2025
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May 10, 2025
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May 11, 2025
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May 12, 2025
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May 13, 2025
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May 14, 2025(1 event) 6:00 pm: Dine and Define Your Future Location: Massimo Ristorante 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.
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May 15, 2025
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May 16, 2025
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May 17, 2025
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May 18, 2025
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May 19, 2025
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May 20, 2025(1 event) 12:00 pm: Get SANE with Social Security - May 20th, 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 Location: Il Davide 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.
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May 22, 2025
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May 23, 2025
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May 24, 2025
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May 25, 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 |