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Upcoming Events

May 31, 2024

8:00a - 2:00p

Beavercreek Golf Course

7th Annual Rafi's Amigos Golf Outing

Event is a fundraiser for an exclusive 1-day AirCamp for Junior ROTC cadets in the Greater Dayton Area, Ohio

Past Events

April 13, 2024

6:00p - 8:30p

Casa Nuñez

Fundraising Dinner at Casa Nuñez

This is a fundraising dinner at Casa Nunez; All proceeds to the 7th Annual Rafi's Amigos Golf Outing to fund an exclusive 1-Day Air Camp for selected Junior ROTC cadets from participating high schools in the Dayton Area.

March 7, 2024

7:00p - 8:30p

Hilton Garden Inn

Long Term Care Panel Discussion

This is a panel discussion on Long Term Care from the perspective of several experts in the field. it is hosted by Rodriguez Financial Strategies, LLC.

June 2, 2023

8:00a - 3:00p

Beavercreek Golf Course

6th Annual Rafi's Amigos Golf Outing

Event is a fundraiser to support Junior ROTC Units in Greene County, Ohio

July 17, 2022

1:00p - 3:00p


Client Event: Ice Cream Social

Exclusive Client Event! Join us in Celebrating National Ice Cream Day from 1:00 PM to 3:00 PM on Sunday, July 17 at Graeter's on 2412 Far Hills Avenue , Oakwood, OH 45419. Enjoy a complimentary sundae with chocolate or vanilla ice cream and signature toppings, pecans, cherries and whipped cream. Bring your family and enjoy the day! Please register by July 15.

June 3, 2022

8:00a - 2:00p

Beavercreek Golf Course

Sponsors and Pictures from our 5th Annual Rafi's Amigos Golf Outing

"My Annual Rafi's Amigos Golf Outing is a fundraiser for causes I support in our community." Rafi Rodriguez

June 17, 2021

11:30a - 12:30p


An Inside Look at Retirement Living

There are several questions and concerns that should be addressed to help you better prepare for retirement living. In order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future.

March 18, 2021

11:30a - 12:30p


Your Cash Flow Statement

Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.

February 11, 2021

11:30a - 12:30p


5 Smart Investment Strategies

Five Smart Investing Strategies attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.

January 14, 2021

11:30a - 12:30p


Social Security--Today, Tomorrow & for the Future

This presentation will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received.

December 10, 2020

11:30a - 12:15p


End of Year Review and Getting Ready for the New Year

December through January is a great time to review what you have achieved and plan ahead for the upcoming year.

November 5, 2020

11:30a - 12:15p


Planning for Long-Term Care

Learn about potential Risks in Retirement, specifically about Long Term Care.

Event Registration