Financial Planning Days for Camp Fire Survivors – March 7, 2020
Steve Cliadakis will be joining other CERTIFIED FINANCIAL PLANNER™ professionals at the Financial Planning Days for Camp Fire Survivors.
CERTIFIED FINANCIAL PLANNER™ (CFP®) volunteers and the Financial Planning Association of NorCal is offering free financial planning sessions for those impacted by the Camp Fire. A CFP® planner will provide free (no strings attached) objective financial advice, addressing your biggest concerns and upcoming decisions.
You can ask one of our planners any questions about budgets, investments, tax, insurance, and rebuilding.
If you have never worked with a Financial Planner, a recent article from the New York Times, describes the benefits of an independent financial sounding board when making financial decisions. https://nyti.ms/2PcuFe0
Please visit BAFPD.org (partner organization) to find suggestions on documents to bring to your planning session.
- Saturday, March 7, 2020 at 10:00 AM – 2:00 PM
- 1074 East Ave, Suite T-1, Chico, CA
To book an appointment: https://calendly.com/fpanc/chico
WALLK-INS are WELCOME!
Please visit BAFPD.org (partner organization) for suggestions on documents to bring to your planning session.
Brought to you by the Financial Planning Association of NorCal Pro Bono Committee: probono@fpanc.org
For more information, call us at: (530) 924-0110 or visit: https://lnkd.in/benWxiB
– the Altum Wealth Advisors Team
3rd Financial Planning Days for Chico – Oct. 19, 2019
Steve Cliadakis will be volunteering with other CERTIFIED FINANCIAL PLANNERS™ at the 3rd Annual Financial Planning Days for Chico.
These sessions are focused on advice with no sales pitches. No business cards will be distributed.
- Saturday, Oct. 19, 2019 at 10:00 AM – 2:00 PM
- Chico Masonic Family Lodge (1110 W. East Ave., Chico, CA)
WALLK-INS are WELCOME!
– the Altum Wealth Advisors Team
Financial Planning Days for Camp Fire Survivors – July 27, 2019
Steve Cliadakis will be joining other CERTIFIED FINANCIAL PLANNER™ professionals at the Financial Planning Days for Camp Fire Survivors.
CERTIFIED FINANCIAL PLANNER™ (CFP®) volunteers are offering their time to help the fire survivors get back on their feet after the devastating fires last fall. A CFP® will provide free (no strings attached) and objective financial advice to address your biggest concerns and upcoming decisions. No business cards will be distributed.
- Saturday, July 27, 2019 at 1 PM – 5 PM
- Chico Masonic Family Lodge (1110 W. East Ave., Chico, CA)
To book an appointment: https://calendly.com/fpd/chico?month=2019-07
WALLK-INS are WELCOME!
Please visit BAFPD.org (partner organization) for suggestions on documents to bring to your planning session.
Brought to you by the Financial Planning Association of NorCal Pro Bono Committee: probono@fpanc.org
For more information, call us at: (530) 924-0110 or visit: https://lnkd.in/benWxiB
– the Altum Wealth Advisors Team
2rd Financial Planning Days for Chico – Oct. 6, 2018
Steve Cliadakis will be volunteering with other CERTIFIED FINANCIAL PLANNER™ professionals at the 2rd Annual Financial Planning Days for Chico.
These sessions are focused on advice with no sales pitches. No business cards will be distributed.
- Saturday, Oct. 6, 2018 at 10:00 AM – 2:00 PM
- Chico Masonic Family Lodge (1110 W. East Ave., Chico, CA)
WALLK-INS are WELCOME!
– the Altum Wealth Advisors Team
San Francisco Financial Planning Day, Sat., Oct. 28!
Steve Cliadakis will be joining other CERTIFIED FINANCIAL PLANNER™ professionals at the San Francisco Main Public Library on Oct. 28 to offer free one-on-one counseling and financial workshops throughout the day.
The event is free!
For more information, call us at: (415) 373-5442 or visit: https://lnkd.in/benWxiB
Look forward to seeing you!
– the Altum Wealth Advisors Team
Altum Wealth Advisors Co-Sponsors 2017 “Last Thursday of the Month Wine Tasting” Fundraisers
We are proud to announce that Altum Wealth Advisors will be co-sponsoring the 2017 “Last Thursday of the Month Wine Tasting” fundraising events along with Chico News & Review, Ray’s Liquor and Bidwell Bar & Grill!
These wine tasting fundraisers will benefit many worthwhile charitable organizations here in our community. The event takes place on the last Thursday of every month.
A $7 donation is requested at the door and 100% of the proceeds will benefit the non-profit organization. Stay tuned for more information regarding dates, location, and the specific non-profit organizations being supported.
Thanks to Brian of Chico News & Review for organizing and promoting these fundraising events, to Marsil of Ray’s Liquor for introducing us to great wineries and providing the wine, and to Courtney of Bidwell Bar & Grill for providing such a beautiful venue!
We look forward to seeing you there!
– the Altum Wealth Advisors Team
“INVESTING” Educational Workshop – Sat., Nov. 19, 12PM, Willows
Join us for an “INVESTING” Educational Workshop in Willows!
When:
Saturday, November 19
12:00 PM-1:30 PM
Where:
Willows Library, Eubank Room, 201 N. Lassen St., Willows, CA
At the workshop, we will listen to your questions and have a straightforward, open discussion about “financial planning” and “investments”.
In addition to answering your questions, we will discuss:
- Portfolio construction
- Various investments
- Fees
- How to choose a financial advisor
- Other related topics
Attendance is free but space is limited. To register, please call us at (530) 924-0110.
We look forward to seeing you there!
– the Altum Wealth Advisors Team
San Francisco Financial Planning Day, Sat., Oct. 22!
Steve will be joining other CERTIFIED FINANCIAL PLANNER™ professionals in San Francisco on Oct. 22 to offer free one-on-one counseling and financial workshops throughout the day.
More information at: www.financialplanningdays.org/SanFrancisco
Click here for SF Financial Planning Day brochure with directions.
Look forward to seeing you!
– the Altum Wealth Advisors Team
Visit us at the 2016 “Healthy Aging Senior Expo” on Oct. 6!
Visit Altum Wealth Advisors at the 2016 Chico Area Recreation & Park District (CARD) “Healthy Aging Senior Expo” on Thursday, October 6. This event is free!
We will be at the expo providing information on retirement planning, investments, social security benefits, and other financial topics.
CARD is presenting this free event along with Enloe Medical Center, Passages, Interim Health Care, and AAA Chico. Educate yourself, family members, and friends about the importance of prevention and maintaining good health for independence in your later years.
When:
Thursday, October 6
9:00 AM-1:00 PM
Where:
Lakeside Pavilion, 2565 California Park Dr.
Chico, CA 95928
At the EXPO you’ll have access to numerous products and services including but not limited to:
- California Phones (free phones)
- Free Health Screening
- Free Flu Shots (for those who qualify)
- Home Care Providers
- Health Care Groups
- Insurance Services
- Food Demos/Samples
Please contact the Lakeside Pavilion Office at 895-4015 for a detailed flyer of events.
Altum Wealth Advisors is an independent financial planning and advisory firm committed to the highest level of service & standards.
We look forward to seeing you all!
– the Altum Wealth Advisors Team
Open House! – January 14, 2016, 4 to 6 PM
You are invited to our Open House!
Join as we celebrate the New Year and look forward to a healthy and prosperous 2016!
Enjoy appetizers & drinks and mingle with some great people.
When:
Thurs., January 14th – Stop by our office anytime between 4 & 6 PM.
Where:
Altum Wealth Advisors
1074 East Ave., Suite T-1
Chico, CA 95926
Please RSVP by emailing us at AltumWealth @ 1stallied [dot] com or calling (530) 924-0110.
Feel free to bring your children, parents, friends, and associates.
We look forward to seeing you all!
– the Altum Wealth Advisors Team
