Scotts Valley Financial Planning Clinic
(Scroll down for the latest Clinic Information)



Spend St. Patricks Day in Ireland

The Chamber is going to Ireland in 2012

It’s Time to Book Your Travel  

 Join us for an Informational meeting regarding our Great Adventure to Ireland on Wednesday, October 26th, 6:00 – 7:30 pm at the Scotts Valley Community Center, 360 Kings Village Road.  There’s a $100 savings for each person who books and makes their deposit by November 1st.  Price goes up to $2199 November 2nd. Be sure to bring your checkbook so you don’t miss the savings.  Come learn more about St. Patrick’s Day 2012!

Make St. Patrick’s Day 2012 the most memorable of your life by celebrating the day with the Scotts Valley Chamber of Commerce … in Ireland.  Where better to experience the luck ‘o the Irish than with the locals in Ireland itself.  The Scotts Valley Chamber of Commerce invites you to join with them for an 8-day journey in March 2012.  We will be staying at the world renowned Adare Manor Hotel & Golf Resort.  This facility now offers it’s guests the opportunity to share Manor living in a new and exciting way; being part of a five star resort and yet having the freedom of villa living. Ideally located within a 15 minute walk from the Manor house, Adare Manor Hotel & Golf Resort is set in the heart of an 840 acre estate. Each villa has two, three or four bedrooms with private bathrooms and fully equipped kitchen. The Adare Golf Club championship golf course was commissioned by the Earl of Dunraven in the 1890’s, and features the designs of renowned Eddie Hackett.  This will be our home for the entire time we are in Ireland – so no packing up your suitcases and moving here and there while we visit other sites. 

We will visit the Cliffs of Moher where a magical vista awaits you. The Cliffs are 200 yards high at the highest point and span for 6 miles along the Atlantic Ocean on the western seaboard of County Clare. O’Brien’s Tower stands proudly on a headland of the majestic Cliffs. We will visit Dingle, which many may recognize as the film setting for “Ryan’s Daughter” and enjoy this market town and fishing port. The town of Adare will be our setting for a Happy St. Patrick’s Day, where there will be many festivities. Celebrate the legend of how St. Patrick banished the snakes out of Ireland. Watch the parades and get acquainted with the locals at the restaurants and pubs. Next we will visit the small town of Cashel, where we will pause to visit the unforgettable “Rock of Cashel.” The dramatic limestone rock crowned with secular and religious buildings dominates the flat countryside for miles around. We’ll travel onward to historic Kilkenny. In medieval times this was a prosperous trading center and the narrow streets still follow ancient routes. Visit Kilkenny Castle, built in the 13th century, home to the powerful Butler family for almost 600 years. Then we’ll enjoy a medieval-style dinner and entertainment in Bunratty Castle. All this for only $2099 per person, including round trip air from San Francisco, if booked by November 1st.  Of course, we have planned a day at leisure as well. Perhaps take the time to explore the 870 acres of parkland at Adare Manor, play some golf, or take an optional trip to Blarney Castle where you can kiss the Blarney Stone for luck!

Adare IrelandKilkennyAdare Manor, Limerick









Scotts Valley Financial Planning Clinic
Coming Again February 4th 2012, 

2:00 - 6:00 pm
Sponsored by the Scotts Valley Chamber of Commerce

Free to the Public


LOCATION

Scotts Valley Community Center
360 Kings Village Road
Scotts Valley, CA 95066

Google Map


 

The Scotts Valley Chamber of Commerce is pleased to host the Third Scotts Valley 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.

SCHEDULE

2:00 - 3:00  PM Seminar : "Achieving and Keeping a Secure Retirement"

Speakers: Ted George, MSFP - George Financial Advisors

and

Bob Finke, CFP® - Center for Financial Affairs

You probably know it is important to save regularly to fund your retirement. But do you know if you are saving enough?  
Or when you will be able to retire securely? Come learn how to determine how much to save to meet your retirement goals and how to set that retirement date. Once in retirement it is important to adjust to living on a fixed income. You need to understand your sources of income and how much you safely withdraw from your investment portfolio. We will explore a variety of safe withdrawal strategies that go beyond the 4% annual withdrawal of thumb.

3:00 - 6:00 PM  - Individual Sessions with Professional Financial Planners

Financial Planners participating in this event include: 

Event Coordinator - Ted George, MSFP of George Financial Advisors,

Michael Chamberlain CFP®, AIF®, Chamberlain Financial Planning LLC

Jack Corsiglia, RIA, Investment Advisor

Bob Adams, CFP®, MBA, MSFP, of Armstrong Retirement Planning LLC

Bob Fink, CFP®, of Center for Financial Affairs

also participating are Financial Service Representatives

Wendy Von Bach of Bay Federal Credit Union

Stephen Hoversten of Modern Woodman Fraternal Financial

This Clinic 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? Perhpas 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 is 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 3:00 pm - 6:00 pm following the 60 minute Educational Seminar and are scheduled on a first-come first served basis. so be sure to register when you arrive for the Seminar at 2:00 pm.

This Scotts Valley Financial Planning Clinic 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. 

Here are Some Topics to Consider Discussing with a Financial Planner:

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

 

 


Scotts Valley Art and Wine Festival Community Awards Special Events