• Treasure Valley Pro Bono Financial Planning Day

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    Name: Treasure Valley Pro Bono Financial Planning Day
    Date: May 11, 2019
    Time: 9:30 AM - 3:30 PM MDT
    Event Description:
    The City of Eagle is sponsoring the first ever Treasure Valley Pro Bono Financial Planning Day at Eagle City Hall. Local Certified Financial Planners™ and CPAs are volunteering their time for FREE and COMPLETELY NON-COMMERCIAL 30 minute face-to-face financial planning consults. Bring your questions, your problems, your concerns, or proposals from other firms to get a second glance. These folks will not be promoting their own business. It's a totally safe environment for you to get valuable financial guidance. We will also have a talk by a local CPA on recent tax law changes as well as a talk done by a local Estate Planning Attorney on basics of wills and trusts under Idaho law. 

    To sign up - visit https://www.eventbrite.com/e/treasure-valley-pro-bono-financial-planning-day-tickets-55167279819. Priority for a consult will be provided to those who PRE-REGISTER over walk-ins.

    Treasure Valley Pro Bono Financial Planning Day - get 30 minutes face to face with a credentialed financial expert to go over your questions for free without worrying about being sold. This event is sponsored by the Idaho Financial Planning 
    Location:

    Eagle City Hall

    660 East Civic Lane

    Eagle, ID 83616

    Date/Time Information:
    9:30 AM – 3:30 PM MDT
    Contact Information:
    Richard Davey CPA CFP is program coordinator. Contact him at 415-317-3778 with questions!
    Fees/Admission:
    100% COMPLETELY AND TOTALLY FREE. 
    MAKE SURE TO PRE-REGISTER ON EVENTBRITE TO SECURE YOUR APPOINTMENT SLOT!
    https://www.eventbrite.com/e/treasure-valley-pro-bono-financial-planning-day-tickets-55167279819
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