Business Description
FREE Pro Bono Public Event - March 16, 2013, 2-6 pm. Community members have an opportunity to address specific financial questions with professional financial planners who are volunteering their time and expertise to meet one-on-one with YOU
At this Free Pro Bono event open to the Public, each attendee will 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. The individual sessions follow a 1 hour Educational Seminars on a popular financial topic described below.
This event provides our local community with financial information at a time when many of our residents are in urgent need of financial planning assistance due to the continuing economic turmoil. 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.
This event 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; Mike Chamberlain, CFP®, AIF® and Gary Cohen of Chamberlain Financial Planning LLC, Jennifer Bush, CFP® of Johnson Lyman Wealth Advisors, and Stephen Hoversten, Managing Partner of Modern Woodman Fraternal Financial.
And a special Thank You to Satellite Telework Centers for providing the digital projector for our seminar, and to Peet's Coffee for providing Coffee!
Seminars: 2pm - 3pm
2:00pm – 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.
One-on-One Sessions: 3pm - 6pm
In the one-on-one sessions you may seek information and advice on a wide range of topics including:
GENERAL FINANCIAL PLANNING
Debt Management
Cash Flow Planning
Building a College Fund
INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions
Small Business Taxation
SPECIAL CIRCUMSTANCES
Job Loss and Job Change
Foreclosure Assistance
Change in Marital Status
ESTATE PLANNING
Building an Inheritance
Wills and Trusts
Estate Tax Strategies
INVESTMENT PLANNING
Investment Strategies
Asset Allocation
Generating Investment Income
INSURANCE PLANNING
Life Insurance Coverage
Disability Insurance
Long-term Care Planning
RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA and Roth IRA Accounts
Social Security
EMPLOYEE BENEFITS
Managing Health Insurance
Health Savings Accounts
Pension Benefits
Don’t miss this opportunity to meet with a Professional Financial Planner and begin to find some answers to your financial questions. Scotts Valley Financial Planning Clinic, Saturday, March 16, 2013 2:00 – 6:00pm, Scotts Valley Senior Center, 370 Kings Village Road, Scotts Valley – FREE!
Address & Contact
- Street:
- 370 Kings Village Road
- Postcode:
- 95066
- City:
- Scotts Valley
- State:
- California
- Zip:
- 95066
- Phone:
- 8314381010
- Website:
- http://www.scottsvalleychamber.com/specialevents.htm
- Category:
- Bank Financial Services
Map & Directions
ESSENTIAL INFORMATION FOR CONTACTING LOCAL BUSINESSES
Reviewing a Business Before Getting in Touch
Look at reviews and ratings: Look at the reviews and ratings provided by other customers to gauge the reputation and reliability of the business. Check Contact Details: Double-check the contact details such as phone numbers and email addresses. Visit the business's official website if available. Verify Location: Use the provided Google map to verify the business location before planning a visit.
Guaranteeing Communication
Working Hours: Confirm the working hours to ensure someone will be available to answer your call. Check for any holidays or days when the business might be closed. Alternate Contact Methods: If the primary phone number is not responsive, look for alternate contact methods such as email or social media handles.
Protecting Your Private Information
Protect Your Personal Data: Do not share personal information such as your social security number, credit card details, or passwords over the phone or email. Verify the Representative: Verify the identity of the person you are talking to. Ask for their name and position and verify it on the official website. Before proceeding with any legal matters, consider understanding local $stateName state laws. It is also advisable to consult a licensed privacy law specialist to ensure adherence and to protect your rights and interests. You can find more information here by finding an accredited privacy counsel.
Environmental and Operational Points
Check Weather: Check local weather conditions before visiting the business, especially if the area is prone to extreme weather. Check Business Status: Verify that the business will be open on the day you intend to visit, taking holidays into account.
Reporting Issues or Disputes
Reporting Legal Issues: If you face any legal issues or disputes, keep a record and consult with a legal expert. Consider reporting the issue to consumer protection agencies. Address Listing Errors: Report any inaccuracies such as closed businesses, wrong phone numbers, or incorrect addresses. Fill out this form to let us know: Contact Us Form
Rating Companies
Leave a Review: Review the business on their Facebook page or Google Local Business. Your review will assist others in making informed choices.