FREE Pro Bono Public Event - March 14, 2015 11am - 3pm. 1-on-1 Financial Planning Advice Sessions. Educational Seminars.
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 Noon - 3:00 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 to address personal financial issues. 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 Adams, CFP®, MBA, MSFP of Armstrong Retirement Planning, LLC; Bob Finke, CFP® of Center for Financial Affairs; Gary Cohen of Chamberlain Financial Planning LLC; Stephen Hoversten, Managing Partner of Modern Woodman Fraternal Financial. Also participating are representatives of Bay Federal Credit Union.
And a special Thank You to Peets Coffee Scotts Valley for providing the coffee!
Seminars: 11am - Noon
11:00am – 11:30am: Investment Portfolio Construction and Management
Speaker: Bob Adams, CFP®, MBA, MSFP - Armstrong Retirement Planning
An appropriately managed investment portfolio can provide the funds you need for retirement. In this seminar we will discuss practical considerations in designing and managing an investment portfolio to fund a secure retirement.
11:30 am – Noon: 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: Noon - 3pm
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 14, 2015 11am - 3pm, Scotts Valley Public Library, Fireside Room, 251 Kings Village Road, Scotts Valley – FREE!
