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Money Matters @ Scotts Valley

Money Matters @ Scotts Valley

This will be a monthly series featuring a different informative talk each month on issues of financial literacy, wealth management, and planning for retirement. Presenters are George Haas and Anthony Rovai, financial advisers.

Starts on Saturday, September 21, at 10:00 a.m., with “The ABC’s of Health Insurance,” to coincide with open enrollment periods (for employer-based plans, Medicare supplemental plans, and Covered California).

Saturday, October 19, 2019 Show more dates
10:00am - 11:00am
Scotts Valley
  Financial Literacy     Library Classes  


OCT 19 Retirement and Tax Planning Updates for the year 2019: Tax Efficiency, Risk Management, and optimizing your retirement
plan. Plus, Sunny Side Up: How to Crack Your Retirement Nest Egg.

NOV 16 The Why and Why Not of Annuities: Learn about Fixed, Indexed and Variable Annuities, the advantages
and disadvantages, and how they can fit into a well-balanced portfolio.

DEC 21 What’s New in Life and Long Term Care Insurance: Who needs life insurance? We’ll discuss different types of life
insurance, what types are needed and when. Learn about “hybrid” life/long term care insurance, and how it may save you money. Find
out about the potential tax advantages for business owners.

JAN 18 Retirement and Tax Planning Updates for the year 2020: Learn about the 401K Optimizer, Tax Efficiency and Risk Management

FEB 15 Investment Planning for Volatile Times: Learn about Risks and Rewards, and Investment types: Stocks, Bonds,
ETF’s, Indexed Annuities, Variable Annuities, Mutual Funds, LLP’s, DST’s, Treasuries, and CD’s. With a special guest speaker.

MAR 21 Trusts, Wills, and Estate Plans: Learn about tax efficiency and plan preparation with special guest
speaker, Shelli Strahle, of Strahle Legacy Planning Law Offices

APR 18 Real Estate and Lending: Learn about types of real estate transactions: Commercial, Multi-Family, Office, Industrial, and Single Family, from mobile homes to mansions. Also Financing, Cap Rates, and Return on Investment.

MAY 16 Stump the Advisor: Anthony Rovai has over 25 years experience in Financial Advisory, and over 10 years experience as a Mortgage Broker and Realtor. Ask him the questions you’ve always wondered about.

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