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At Otium Financial Planners, we host a variety of events to help you stay informed, build confidence, and enjoy meaningful connections along the way. From educational workshops and expert-led webinars to community gatherings and client appreciation events, there's something for everyone.

Whether you're seeking guidance on retirement planning, looking to stay current on economic trends, or just want to connect with others at a casual outing, our events are designed to support your financial journey in an engaging, approachable way.

Join us and take the next step toward greater clarity, connection, and confidence in your financial life.

Educational and Community Events

Educational Workshops

Educational Workshops


Learn strategies for investing, retirement income, Social Security, Medicare, and more through engaging presentations and small group discussions.
 

These classroom style sessions offer a comfortable setting to ask questions, share experiences, and get practical guidance tailored to your needs.

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Community Events

Community Events


Enjoy social outings like current event discussions, presentations from local leaders and grassroots organizations, and casual meetups that keep you connected and engaged.
 

These events offer a relaxed way to build relationships and stay informed—all while having a little fun along the way.

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Videos and Blogs

Sample of Videos and Blogs Below ⬇️

Morning Coffee

Morning Coffee

Discover conversations that inspire "Living a Full Life". These short videos —feature interviews, stories, and insights on everything from purposeful living and educational topics, to unique ideas that enrich your everyday journey.

Morning Blog

Morning Blog

Stay grounded and informed with Otiums blogs—featuring biblical principles of finance, timely insights on current events, and proven financial strategies to guide your journey

Watch Party - Replay

Watch Party - Replay

Otium’s quarterly Watch Party gives you an opportunity to catch the latest market insights and economic updates from trusted research sources. If you’d like to join our next Watch Party live—where there’s great food and even better conversation—please call us to make sure you’re added to the invitation list.

Money with Murphy

Money with Murphy

 "Money with Murphy"—your go-to source for timely discussions on the markets, the economy, and key financial trends. 

Markets In A Minute

Markets In A Minute

"Markets In A Minute" delivers timely updates, expert analysis, and market commentary to keep you informed and confident in your financial decisions.