2025 EVENTS

        

Friday, January 10th - Financial Fridays at the OPC - Getting Started of the Right Financial Path

Friday, February 14th - Financial Fridays at the OPC - Investment Strategies for Seniors

Friday, March 14th - Financial Fridays at the OPC - Tax Planning

Friday, April 18th - Financial Fridays at the OPC - Estate Planning, Making Your Wishes Known

Friday, May 9th - Financial Fridays at the OPC - Identity Theft Part 1: Protecting Your Electronic Devices

Friday, May 30th - INVITATION ONLY - Client Appreciation Event

Friday, June 13th - Financial Fridays at the OPC - Identity Theft Part 2: Protecting Your Assets and Personal Security

Friday, July 11th - Financial Fridays at the OPC - Women, Wealth and Wisdom

Friday, August 8th - Financial Fridays at the OPC - Choosing the Right Insurance Coverage

Friday, September 12th - Financial Fridays at the OPC - Social Security Planning

Friday, October 10th - Financial Fridays at the OPC - Medicare 101

Friday, November 14th - Financial Fridays at the OPC - Income Planning in Retirement

Sunday, December 7th -  Rochester Area Hometown Christmas Parade - Downtown Rochester  

Friday, December 12th - Financial Fridays at the OPC - Year End Tax, Giving and Gifting Strategies