Events & Workshops

Learn, Plan, and Connect—With a Little Fun Along the Way

We believe that smart financial planning should be accessible, engaging, and yes—even enjoyable. That’s why we host ongoing classes, workshops, and special events throughout the year. Whether you’re looking to sharpen your retirement strategy, understand Social Security, or navigate the financial side of divorce, our events offer expert insights and practical takeaways.

All events are designed with education, community, and clarity in mind—and everyone is welcome.

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Past Events

We’re updating this section with highlights from our recent events! Check back soon to see photos, recaps, and community moments from our latest programs and gatherings.

Ribbon Cutting - Pacific Wealth and Oculus Financial Group

Please join the Danville Area Chamber in welcoming Pacific Wealth Planning and Oculus Financial Group to the Danville area by attending this ribbon cutting ceremony!

Lighting of the Old Oak Tree

Join Us for a Festive Holiday Celebration!


We're thrilled to invite our clients and their family to a special holiday event hosted by us. Join us for an unforgettable evening at our annual Holiday Party, featuring a VIP viewing area for the iconic Lighting of the Old Oak Tree in downtown Danville!


Date:  Friday, November 28, 2025

Location:  Pacific Wealth Planning

318 Diablo Road, Suite 150 Danville, CA

Time:  Arrive between 4:00 p.m. and 5:00 p.m. to secure your spot and enjoy holiday snacks and drinks

Who's Invited:  Clients and their Family only

Tree Lighting:  6:30 p.m.

Kick off the evening at our office with festive refreshments and holiday cheer. Then, join us in our exclusive roped-off VIP area in front of the office for a prime view of the main stage and the magical lighting of the Old Oak Tree. The event begins with heartwarming holiday performances by local choirs, followed by Santa and the Snow Angel leading the crowd in a countdown to illuminate the tree at 6:30 p.m.

After the lighting, guests are invited to stroll downtown Danville and enjoy holiday entertainment at Prospect Park Plaza, Veterans Hall, and other locations to be announced.

Additional Information:

This event will take place rain or shine.
Road closures: Portions of Hartz Avenue, Diablo Road, Prospect Avenue, El Pintado, Front Street, and Linda Mesa Avenue will be closed from 4:00 p.m. to approximately 9:00 p.m. A section of Diablo Road will be closed from 1:00 p.m. to 9:00 p.m.

We can't wait to celebrate the season with you! Please RSVP by November 17th to Jessica@PacWealthPlan.com.

Let's make this holiday season merry and bright together!