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

About The Blogger

Amy Bach

Amy Bach has been a professional advocate for insurance policyholders since 1984 and an attorney since 1989. While practicing insurance regulatory law and representing clients in litigation matters, she co-founded United Policyholders in 1991. Bach migrated from the private practice of law in 2005 to become the organization's full-time Executive Director and primary spokesperson; shaping and overseeing the Roadmap to Recovery™, Roadmap to Preparedness, and Advocacy and Action programs. She is a nationally-recognized expert on insurance claim and legal matters; frequently interviewed in print and broadcast media, and the author of numerous legal and consumer publications including "The Disaster Recovery Handbook," "WISE UP: The Savvy Consumer's Guide to Buying Insurance," and tips and guides in the UP Claim Help Library.  Recognized by Money Magazine as a Money Hero, Bach has served as an official consumer representative to the National Association of Insurance Commissioners since 2009 and is in her second term as an appointed member of the Federal Advisory Committee on Insurance. She also currently serves on the American Bar Association’s Standing Committee on Disaster Preparedness and Response.