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FREE Financial Planning Clinic

March 14, 2015 @ 11:00 am - 3:00 pm


Scotts Valley Chamber of Commerce Hosts Our
7th Annual Financial Planning Clinic –FREE to the Public

Saturday, March 14, 2015, 11 – 3pm
Scotts Valley Public Library, Fireside Room

The Scotts Valley Chamber of Commerce is pleased to host our 7th Annual Financial Planning Clinic 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 you.

This event provides our local community with valuable financial information and advice to address their personal finance issues. Do you have questions regarding Debt Management, Cash Flow, when to take Social Security, funding your Retirement or a College? 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.

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 Noon – 3:00 pm. The individual sessions follow a 60 minute Educational Seminars on retirement income planning (see below).

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 Adams, CFP®, MBA, MSFP of Armstrong Retirement Planning, LLC; Bob Finke, CFP® of Center for Financial Affairs; Stephen Hoversten, Managing Partner of Modern Woodman Fraternal Financial. Also participating are representatives from Bay Federal Credit Union.


March 14, 2015
11:00 am - 3:00 pm
Event Category:


Scotts Valley Library
251 Kings Village Road
Scotts Valley, CA 95066 United States
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831 427-7712
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