Receive a 30 minute, 1-on-1 session with a local financial planner and get answers to your financial questions.
Six financial planners will donate their time as a community service at this event hosted by the Scotts Valley Chamber of Commerce on St. Patrick’s Day weekend; there will be no selling or soliciting.
The Clinic begins at 2 pm with two 30 minute seminars on retirement planning and retirement income strategies by event coordinator Ted George, CFP®, MSFP of George Financial Advisors, and Stephen Hoversten of Modern Woodman Fraternal Financial.
1-on-1 sessions will begin at 3 pm following the seminars and are scheduled on a first-come first-served basis. Be sure to sign up for your session when you arrive for the seminar at 2 pm.
--Scotts Valley Chamber of Commerce