Events in June–July 2025

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
May 26, 2025
May 27, 2025
May 28, 2025
May 29, 2025
May 30, 2025
May 31, 2025

June

June 1, 2025
June 2, 2025
June 3, 2025(1 event)

12:00 pm: Get SANE with Social Security - June 3rd, 2025


June 3, 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
June 5, 2025
June 6, 2025
June 7, 2025
June 8, 2025
June 9, 2025
June 10, 2025
June 11, 2025
June 12, 2025
June 13, 2025
June 14, 2025
June 15, 2025
June 16, 2025
June 17, 2025(1 event)

12:00 pm: Get SANE with Social Security - June 17th, 2025


June 17, 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
June 19, 2025
June 20, 2025
June 21, 2025
June 22, 2025
June 23, 2025
June 24, 2025
June 25, 2025
June 26, 2025
June 27, 2025
June 28, 2025
June 29, 2025
June 30, 2025

July

July 1, 2025
July 2, 2025
July 3, 2025
July 4, 2025
July 5, 2025
July 6, 2025
July 7, 2025
July 8, 2025
July 9, 2025
July 10, 2025
July 11, 2025
July 12, 2025
July 13, 2025
July 14, 2025
July 15, 2025
July 16, 2025
July 17, 2025
July 18, 2025
July 19, 2025
July 20, 2025
July 21, 2025
July 22, 2025
July 23, 2025(1 event)

6:00 pm: Exclusive Client Dinner and Speaker Event


July 23, 2025

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
July 25, 2025
July 26, 2025
July 27, 2025
July 28, 2025
July 29, 2025
July 30, 2025
July 31, 2025

August

August 1, 2025
August 2, 2025
August 3, 2025