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

The information presented in this publication is for general informational purposes and is not a substitute for legal advice. If you have a specific legal issue or problem, United Policyholders recommends that you consult with an attorney. Guidance on hiring professional help can be found in the “Find Help” section of www.uphelp.org. United Policyholders does not sell insurance or certify, endorse or warrant any of the insurance products, vendors, or professionals identified on our website.

Source: https://uphelp.org/financial-decision-making-for-wildfire-survivors/
Date: July 18, 2024