Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines
When disaster strikes—wildfire, flood, earthquake—will your clients’ finances survive the storm? In this podcast episode, host Cary Sinnett speaks with Mitch Freeman, CPA/PFS, a nationally recognized advisor with firsthand experience navigating the financial aftermath of natural disasters.
Disasters and financial planning: A guide for preparedness and recovery
The AICPA, American Red Cross and National Endowment for Financial Education (NEFE) developed this guide to help individuals and businesses mitigate potential damages and lessen the financial blow of a disaster.
Disaster and financial planning guide checklists
Use these six checklists and additional resources to help clients understand how to proactively plan for the possibility of a disaster and plan for recovery.
AICPA offers financial tips in the wake of Hurricanes Helene and Milton
Tips to help with financial wellbeing and planning for the future following the devasting destruction of Hurricanes Helene and Milton.
Disaster action plan: 5 key steps to protect your family and finances
Preparation tips to help mitigate the impact of disasters and help with rebuilding.
Preparing for catastrophic property loss
Client education from Broadridge Advisor (a benefit of PFP Section membership) on planning measures to take to reduce risk after a catastrophe strikes.