Scotts Valley Financial Planning Clinic
Sponsored by the Scotts Valley Chamber of Commerce
“A KEEPING OF YOUR GREEN”
Coming Again in March 2014
Saturday, 2 – 6 pm
Check in Often for the exact date!
Scotts Valley Senior Center
370 Kings Village Road
Scotts Valley, CA 95066
The Scotts Valley Chamber of Commerce is pleased to host the Sixth Annual Scotts Valley Financial Planning Clinic in 2014 for our Community. This FREE, Pro Bono event offers the public an opportunity to address specific financial questions and concerns with our local professional financial planners. These professionals are volunteering their time and expertise to meet one-on-one with our community members and provide you ideas on “A Keeping Of Your Green!” this St. Patricks Day weekend.
This clinic provides our local community with financial information they may not have taken the time to ask about. Do you have questions regarding Debt Management, Cash Flow, when to take Social Security, funding your Retirement or a College Fund? Perhaps you are experiencing a special circumstance that has affected your finances, such as Job Loss, Job Change, Underwater Mortgage or have had a Change in Marital Status. These are just a few of the areas that attendees can discuss with our professionals. Attending this event may be the first opportunity you have had to meet face-to-face with a professional financial planner. And it’s Free.
From 2:00 – 3:00 pm we will present two Seminars that will address issues you may be wondering about.
2:00 pm – Retirement Planning Basics
Speaker: Stephen Hoversten – Modern Woodman Fraternal Financial
Nobody plans to fail, they fail to plan. Reaching your retirement goals takes more than wishful thinking. Developing and following a plan will allow you to achieve your goals over time. This seminar will discuss the most important strategies to include in your plan.
2:30 pm – Retirement Income Strategies
Speaker: Ted George, CFP®, MSFP – George Financial Advisors
Building a retirement nestegg is very important. Of equal importance is a plan that provides enough income to support your lifestyle. In this seminar we will focus on options and strategies for income that help keep your finances in order throughout your retirement.
3:00 – 6:00 pm – Each attendee will then be able to meet individually with one of our professional financial planners for 20 – 30 minutes.
Individual sessions are being offered between 3:00 pm – 6:00 pm following the 60 minute Educational Seminar and are scheduled on a first-come first served basis, so be sure to register when you arrive for the Seminar at 2:00 pm.
The Scotts Valley Financial Planning Clinic is a pro bono benefit to the public, and there is no selling, product marketing or soliciting. In other words, there are no strings attached for the consumer. This is a Free service offered to our community by our Scotts Valley Chamber of Commerce business partners. Financial Planners participating in this event include: our event coordinator Ted George, CFP®, MSFP of George Financial Advisors; Bob Finke, CFP® of Center for Financial Affairs; Michael Chamberlain, CFP®, AIF® and Gary Cohen of Chamberlain Financial Planning LLC, and Jennifer Bush, CFP® of Johnson Lyman Wealth Advisors. Also participating is Stephen Hoversten, Managing Partner of Modern Woodman Fraternal Financial.
We’d like to extend a special Thank You to Satellite Telework Centers for providing the digital projector for our seminar, and to Peets Coffee for providing the coffee!
You can also visit with us on our Facebook page. Be sure to “like” our page – Scotts Valley Financial Planning Clinic – and stay informed.
Don’t miss this opportunity to start out 2014 right by meeting with a Professional Financial Planner and begin to find some answers on “A Keeping of Your Green.” Scotts Valley Financial Planning Clinic, Coming back in March 2014, 2:00 – 6:00pm, Scotts Valley Senior Center, 370 Kings Village Road, Scotts Valley – FREE!
Future Seminars may include any of the following topics. Let us know what you would like to have presented by visiting our site on Facebook
|GENERAL FINANCIAL PLANNING
Cash Flow Planning
Building a College Fund
|INCOME TAX PLANNING
Tax Reduction Strategies
Small Business Taxation
Job Loss and Job Change
Change in Marital Status
Building an Inheritance
Wills and Trusts
Estate Tax Strategies
Generating Investment Income
Life Insurance Coverage
Long-term Care Planning
Building a Retirement Fund – 401(k) and 403(b) Plans
IRA and Roth IRA Accounts
Managing Health Insurance
Health Savings Accounts
At the event, each volunteer is seated at a table, allowing individuals, couples and families to sit down and address their personal finance questions and concerns. Volunteers will have the opportunity to assist many attendees throughout the event, but will speak to only one individual or family at a time. Sessions are limited to 30 minutes (unless there is nobody waiting to receive advice). In addition to meeting with volunteers, attendees will also be able to attend two Educational Seminars on popular financial topic presented by financial planners.
This event is a pro bono benefit to the public, and there is no selling, product marketing or soliciting allowed. In other words, there are no strings attached for the consumer. Volunteers are not permitted to distribute business cards or any other marketing materials at the event. Attendees who choose to follow up with any financial planners that they meet can do so through the volunteer contact information directory provided in the program handout they receive at the event.