Chalk Talk: Understanding Insurance Without the Overwhelm
on May 22, 2025
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Thursday, May 29th, 2025 at 3 pm ET | 12 pm PT
~30-45 minutes
Recorded and able to retrieve for one month
How: Zoom Meeting
Free for current clients, $10 for guests
Understanding Insurance Without the Overwhelm
Hosted by: Anna Sergunina, CFP®
Guest: Ramona Johanneson
Insurance can feel overwhelming, but it doesn’t have to be.
Join us for a practical, engaging conversation where we’ll cut through the complexity and help you feel confident about your coverage.
Ramona will share how to read between the lines of your policies and make informed decisions that truly protect you and your family.
We’ll cover:
• Auto Insurance: What coverage do you actually need?
• Umbrella & Liability: When it’s worth it—and how much is enough
• Homeowners Insurance: Key trends and red flags, especially in California.
This session goes beyond the basics to help you understand the “why” behind insurance coverage, so you can make confident choices that truly protect your financial future.
Please forward your questions in advance to anna@mainstreetplanning.com
Coming Up
📅 Save the date for our next Chalk Talk: August 28, 2025 at 12pm PT / 3pm ET
Disclaimer: This is a group educational session. Strategies discussed may not apply to every situation. For personalized advice, please consult with your MainStreet financial planner.
