Attention Oxford Clients You're Invited
Client Appreciation
Events
These regularly scheduled complimentary events are our way of saying thank you for your business, your trust, and your confidence in Oxford Retirement & Estate Planning.
Spending time with you while supporting local business is always a good idea!
Follow us on our social media for updates on our upcoming client events!
January
Join us for our largest event of the year —our annual State of the Economy! Enjoy breakfast while we review market performance and offer insights into 2025. There will be live performances by electric violinists Urban Electra, mimosas, and much more! Guest speakers will engage in an in-depth, fullpanel Q&A session where your questions will be addressed and provide key strategies for the year ahead. Don't miss this opportunity to prepare!
State of the Economy Event Videos
March
Join us for an exhilarating matchup as the Diamondbacks go head-to-head with the Padres!
We’ll take you out to the ballgame for an unforgettable day of baseball excitement. Don’t miss out!
April
Cruising on Lake Pleasant during springtime while enjoying some great music and brunch sounds like a perfect way to start the day. The combination of a gentle breeze, good company, delicious food, and scenic views makes for a fantastic experience.
Join us in either Spring OR Fall!
June
This summer, we’re excited to take our clients to the theaters for a thrilling experience with Brad Pitt’s new Formula 1 movie! Set in the high-speed world of F1 racing, this film brings the excitement of the track to life, with Pitt starring as a seasoned driver making a comeback. It’s the perfect blend of adrenaline, drama, and cinematic spectacle. Join us for a night at the movies as we dive into the fast-paced world of motorsport!
July
Relax and sip on some wine while learning some painting techniques! Socialize and create a beautiful take home masterpiece!
August
Strike up the fun! Compete in friendly competition and teamwork with your Oxford Staff. An evening filled with strikes, spares, and shared moments of joy!
October
There's nothing like a painted Arizona sunset on the water! Our fall Dinner Cruise on Lake Pleasant is the perfect time to unwind before the holidays start. Join us in either Fall OR Spring!
November
For over 10+ years we've assisted St. Mary's Food Bank with our Annual Volunteer Day. Join us, as we sort through food donations to continue to make a difference this holiday season!
Rather meet One-on-one?
Schedule a meeting with a member of our team to create your financial strategy today.