Events
Upcoming Events
September 24, 2026
5:00p - 7:30p
Vintage Financial Partners - Rockville
Champagne & Pizza Tasting
Enjoy a curated champagne tasting where you'll have the opportunity to sample a variety of sparkling wines. Whether you're a longtime champagne enthusiast or simply curious to explore something new, this will be a fun way to expand and test your palate. You'll even get a chance to try Brian's favorite combo: Pepperoni pizza & champagne (But you'll have to guess which one)!
January 11 - January 15, 2027
1:00p - 4:00p
Orlando World Center Marriott
61st Annual Heckerling Institute on Estate Planning
We are excited to announce our participation in the 60th Heckerling Institute on Estate Planning, the nation's foremost conference for estate planning professionals.
January 12, 2027
6:00p - 8:30p
Bull & Bear
Bull & Bear Orlando Dinner Event
Join Brian Oettinger, Managing Partner at Vintage Financial Partners, and Dan Allen, President and COO of The Private Trust Company (an affiliate of LPL Financial), for a relaxed dinner during the 60th Heckerling Institute on Estate Planning.
Past Events
September 10, 2026
4:30p - 6:30p
Gringos & Mariachis
An End of Summer Tradition - The Vintage Financial Fiesta!
Whether you're feeling "boo-hoo" about the end of long, summer days or "woo-hoo" about the return of routine - we know a Margarita will pair perfectly with your feelings. Join us at Gringos & Mariachis in Park Potomac for a light-hearted networking and social happy hour on Thursday, September 4th from 4:30 to 6:30pm. This is an event for our valued professional network - please feel free to bring colleagues, we would love to meet them!
August 9 - August 12, 2026
1:00p - 1:00p
San Diego Convention Center
LPL Focus 2026
Vintage Financial Partners will be attending LPL Financial’s Focus 2025 conference, one of the cornerstone events in our industry. This annual gathering brings together leading advisors and experts, giving us the chance to stay current, connect with peers, and bring fresh insight back to the clients we serve.
June 23, 2026
6:30p - 10:00p
Music Center At Strathmore
Straight No Chaser Comes to Bethesda
Join us for a special night of music and connection at The Music Center at Strathmore. We'll kick off with a private reception from 6:30-7:30 PM for light refreshments and mingling, followed by a performance from the internationally acclaimed a cappella group Straight No Chaser; known for their rich harmonies, humor, and unforgettable take on pop and classic hits.
June 5, 2026
9:00a - 9:30a
Online Zoom Webinar
Coffee Chat with Daniel - Saving for Children
Grab a fresh cup of coffee and join one of our advisors, Daniel Ronis, over Zoom to discuss the different ways you can save for children or grandchildren. Saving for kids can feel overwhelming—there are so many options, and everyone seems to have an opinion. We’ll simplify the conversation by walking through the most common ways to save, what actually matters, and how to make thoughtful decisions without overcomplicating it.
May 28, 2026
10:00a - 12:00p
Greater DC Diaper Bank
Volunteer with Vintage - Greater DC Diaper Bank
Join the Ladies of Vintage Financial for a morning of community impact, volunteering with the Greater DC Diaper Bank to sort and organize donated essentials for local families in need. Basic supplies like diapers, wipes, and baby formula aren't covered by most food assistance programs — and we believe there's no such thing as "other people's children." Come help us make a difference.
May 3 - May 8, 2026
12:00p - 5:00p
London Hilton on Park Lane
LPL Summit Level Conference – 2026
We're Proud to Participate in the LPL Summit Level Conference. An elite class of qualifying performers within the LPL Financial community come together at Summit in a luxurious location to celebrate their success and set a course for continued growth.
April 29, 2026
5:30p - 9:00p
James R. Wilkins, Jr., Athletics and Events Center
6th Annual Veterans Dinner Show – The Shenandoah Apple Blossom Festival
We’re proud to sponsor the 6th Annual Veterans Dinner Show at The Bloom. This public event honors our nation’s veterans with a meaningful Missing Man Ceremony and Posting of the Colors, followed by a patriotic dinner performance by The American Bombshells.
April 20 - April 21, 2026
9:00a - 6:00p
Fort Lauderdale
Investments & Wealth Institute Experience Spring 2026
Experience 2026 brings together many of the industry’s top advisors for a focused two-day event in Fort Lauderdale. It’s a chance to connect with leading professionals, learn what’s changing in wealth management, and earn meaningful CE credit along the way.