Free financial planning clinic
by Press-Banner
Feb 28, 2013 | 1601 views | 0 0 comments | 26 26 recommendations | email to a friend | print

A free financial planning clinic sponsored by the Scotts Valley Chamber of Commerce will take place in Scotts Valley this month.

The clinic, “A Keeping of Your Green,” is scheduled from 2 to 6 p.m. March 16 at the Scotts Valley Community Center, 360 Kings Village Road.

The event will allow the public to meet individually with a financial planner for 20 or 30 minutes and ask specific questions, as well as attend several workshops.

The schedule includes two sessions.

The first is “Retirement Planning Basics” at 2 p.m., led by Stephen Hoversten of Modern Woodman Fraternal Financial.

A second, “Retirement Income Strategies” by Ted George of George Financial Advisors, will follow.

One-on-one counseling with financial planners will take place from 3 p.m. to 6 p.m.

There will be no selling, product marketing or soliciting.

Planners include Hoversten; George; Bob Finke of Center for Financial Affairs; Michael Chamberlain and Gary Cohen of Chamberlain Financial Planning LLC; and Jennifer Bush of Johnson Lyman Wealth Advisors

Satellite Telework Centers will provide the digital projector for the seminar, and Peets Coffee will provide free coffee.

For information: or 438-1010.

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