Financial Planning in a Pandemic: 5 Strategies for Individuals & Business Owners

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Name: Financial Planning in a Pandemic: 5 Strategies for Individuals & Business Owners
Date: April 17, 2020
Time: 10:00 AM - 10:45 AM PDT
Registration: Register Now
Event Description:
Financial planning can be essential during our current health and economic crisis. Join Chamber member and CERTIFIED FINANCIAL PLANNER™ Jeff DeLarme of DeLarme Wealth Management for an interactive session on some timely strategies for you and your business during our current pandemic. Jeff is a Registered Principal, Financial Advisor, and Branch Manager with Raymond James Financial Services, Inc. and is the founder of DeLarme Wealth Management, Inc.

For more than a decade, Jeff has worked with aflluent clients to address their primary financial concerns, which includes preserving their wealth, taking care of their heirs, helping protect assets, and fulfilling charitable giving wishes. He follows a consultative process to gain a detailed understanding of his clients' deepest values and goals. Jeff earned his CFP designation in 2012 after completing the Personal Financial Program at UCLA. 

In the community, Jeff serves on the Investment Policy Advisory Committee for the City of Palos Verdes Estates. He is also the Treasurer and Trustee for the First Tee of Los Angeles, a 501c3 non-profit serving the youth of the greater Los Angeles area.

 
Event Media:
Location:
**Please note, this will be a Zoom meeting. Be sure to have Zoom downloaded on your computer or mobile device prior to the meeting.**

Instructions for joining the call will be provided once registration is completed.
Date/Time Information:
Friday, April 17, 2020
10-10:45 AM
Contact Information:
Chad Maender, Vice President
Fees/Admission:
Free for Chamber Members and Not Yet Chamber Members
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