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August Events for 2017/2018 NorCal Fire Survivors: Insurance Claims & Financial Planning

The no-cost events below are offered by the respective entities as a public service. 

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August 2019 Roadmap to Recovery Webinar Series

UP staff member Sandy Watts will answer your questions and address frequently encountered insurance problems, including discussion of recent legislature that may affect your claim.

August 6, 2019, 6:00 pm     or     August 13, 2019, 6:00 pm

Please click on the date you’re interested in to register.

You can send questions in advance to info@uphelp.org.  If you submit a question in advance, please indicate the date of the webinar when you’d like it to be addressed.  You will also have the opportunity to ask your question during the webinar.

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For more insurance help and videos of prior seminars, visit:

2017 Northern California Wildfire Survivors:  https://www.uphelp.org/blog/2017-north-bay-fires-insurance-claim-help

2018 Northern California Wildfire Survivors:  https://www.uphelp.org/blog/camp-fire-paradise-insurance-claim-help

Other recent disasters: uphelp.org

The Roadmap to Recovery™ workshops are presented by United Policyholders (UP), a non-profit consumer organization informing and guiding people on the road to disaster recovery for over 27 years.


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Free Financial Planning
for Camp (and other) Fire Survivors
(Chico)

  • Saturday, Aug 31, 2019 – 1pm – 5pm, Chico Public Library (1108 Sherman Way, Chico)  To book a 1hr appointment:  https://calendly.com/fpd/chico

Certified Financial Planner (“CFP“) volunteers and the Financial Planning Association of Northern California Pro Bono Committee are offering free financial planning sessions for fire survivors.  A CFP will provide free (no strings attached) and objective financial advice addressing your biggest concerns and decisions.  These one-hour sessions are focused on advice–not sales pitches.  If there is interest,  more Financial Planning Days may be scheduled.

See Flyer

Financial questions often arise around:
Budgets ~  Investments  ~  Taxes*  ~  Insurance

A question as simple as “Should I rebuild my home after the fire” touches on all of these areas.

  • “How will the home rebuild impact my ability to save for the future?”
  • I paid off my mortgage and now rates are higher. Can I afford this rebuild?
  • Higher rebuilding costs mean I can’t really rebuild what I had, what trade-offs should I consider with a rebuild/retirement/college for my children/other goals?
  • “What are the tax consequences of selling the property and moving?”*
  • “Where should l keep my insurance proceeds while I work on the rebuild plan?”

Pro Bono CFPs  can help those in the community work through questions like these and more in a safe environment.  This article from the New York Times further describes the benefits of having an independent financial sounding board when making financial decisions.

All Pro Bono volunteers sign a pledge to not solicit business or hand out business cards. They are here to serve. All advice is free.

The consultation is for one hour. A full financial plan is not created in an hour. This is a safe environment to explore questions and options. Follow-up with specialized experts may be necessary.

* While Certified Financial Planners have some general tax knowledge, specific disaster-related tax questions should be directed to a tax professional who is experienced in such matters.

Brought to you by the Financial Planning Association of NorCal Pro Bono Committee: probono@fpanc.org

Free Financial Planning for Camp Fire Survivors (July, Aug 2019)

Neighbors Together ~ Strong & Resilient posts events as a public service and does not provide any advice or endorse any service provider or agency.

 

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