Events in May–June 2025
| MonMonday | TueTuesday | WedWednesday | ThuThursday | FriFriday | SatSaturday | SunSunday |
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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 |
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(1 event) 6:00 pm: Tax Efficient Investing Location: Willard Hicks Campbell Details: 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 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(1 event) 6:00 pm: Tax Efficient Investing Location: Il Davide Details: 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 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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