Attention Oxford Clients You're Invited

Group of friends outside on a walk laughing – 1

Client Appreciation


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!

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During our yearly State of the Economy event, we'll be reviewing both the 2023 market performance and insights into 2024. Featuring guest speakers, we'll delve into answering your queries and discussing key strategies to ensure you're well-prepared for the year!

State of the Economy Event Videos


Join us for an exciting ballgame as the Chicago Cubs face off against the Seattle Mariners. It's a Spring Training showdown that promises thrills and excitement. Don't miss out on the action – grab some peanuts and Cracker Jacks, and let's make memories together at the ballpark!

Staff Boat


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!


Let’s get out of the heat and go to the movies! Watch as ape civilizations are emerging in 'Kingdom of the Planet of the Apes.” Dating back to 1968 this is the 10th film of the movie franchise!

Movie Night


Relax and sip on some wine while learning some painting techniques! Socialize and create a beautiful take home masterpiece!


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!



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!


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!

St marys volunteer day

Rather meet One-on-one?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 866.854.1400