Financial Decision-Making for Wildfire Survivors

On Thursday, January 25th, 2018 United Policyholders will host a Roadmap to Recovery workshop at the Santa Rosa High School Auditorium on

Financial Decision-Making For Wildfire Survivors, 6-8 pm

This workshop will cover financial and tax implications related to casualty losses and insurance proceeds.  A panel of personal finance experts will provide guidance on decision points to consider.

Guest speakers:

Michael Musson, CPA

Eric Goldschlag, Opes Advisers

Matt Everson, CFP

Information providers on hand will include:

Community Bank of the Bay, Bill Keller

Everbank, Laura Levine

Redwood Credit Union, Nicole Poole

Brio Financial Group, Pamela Schmitz