Chamber to Host Free Financial Clinic

The Scotts Valley Chamber of Commerce will host its second biannual Financial Planning Clinic on Saturday from 2-6 p.m. at the Scotts Valley Community Center, 360 Kings Village Rd.

The free event will offer the public an opportunity to address specific financial questions and concerns with local professional financial planners who will volunteer their time and expertise to meet one-on-one with participants.

The event will provide the local community with financial information at a time when many residents are in urgent need of financial-planning assistance in the continuing economic turmoil. Participants will be able to get answers to questions regarding debt management, cash flow, when to take Social Security, and funding retirement or college funds.

Each attendee will be able to meet individually with a financial planner for 20-30 minutes. Individual sessions will be offered between 3-6 p.m. The individual sessions will follow two 30-minute educational seminars on popular financial topics:

2 p.m.–Seminar 1: Who’s in Charge: You or Your Money? Take Control Today!  Speaker: Ted George, MSFP, George Financial Advisors: The Great Recession and continuing high unemployment has wreaked havoc with many people’s personal finances. Learn how to take back control!

2:30 p.m.–Seminar 2: Managing Your Retirement Accounts: Secrets to Success Speaker: Michael Chamberlain, CFP®, AIF®,  Chamberlain Financial Planning LLC: Making good decisions about your investments designated for retirement is crucial if you want adequate income when you retire. The more you know now, the better decisions you can make that will impact your future.

This event is a pro-bono benefit to the public, and there will be no selling, product marketing or soliciting. In other words, there are no strings attached for the consumer. This is a free service offered by the Scotts Valley Chamber of Commerce business partners.

Financial planners participating in this event include, but are not limited to, the event coordinator, Ted George of George Financial Advisors; Orion Melehan of LMC Financial Services; Cheryl Rebottaro, Edward Jones; Michael Chamberlain of Chamberlain Financial Planning LLC; Jack Corsiglia, RIA; Bob Adams of Armstrong Retirement Planning LLC; and Bob Finke of Center for Financial Affairs.