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Community Corner

6th Annual FREE Scotts Valley Financial Planning Clinic hosted by the Scotts Valley Chamber of Commerce

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.  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. 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; Michael Chamberlain, CFP®, AIF® and Gary Cohen of Chamberlain Financial Planning LLC; Stephen Hoversten, Managing Partner of Modern Woodman Fraternal Financial. Also participating are Sam Solgan, Associate Investment Advisor and Wendy Von Bach, Branch Manager of Bay Federal Credit Union.


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