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The Money Stuff Nobody Tells You to Plan For

Join Apple Blossom Tax Service for a free roundtable with professionals in tax planning, estate planning, and fiduciary services. Bring your questions, hear different perspectives, and get practical guidance on the financial decisions many families eventually face.

Please RSVP so we know you’re coming. We’ll send event details and a reminder as November 14 gets closer. Light refreshments will be available. Lunch will not be served. 

WHAT:
The Money Stuff Nobody Tells You to Plan For Roundtable

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WHEN:
Saturday, November 14, 2026
11:00 AM to 1:00 PM

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WHERE:
Sebastopol Community Cultural Center
390 Morris Street
Sebastopol, CA 95472

PARKING:

Free parking is available at the Community Cultural Center, with additional parking behind the Annex at 425 Morris Street and street parking nearby.

RSVP

Will anyone be joining you?

Free event • Limited seating • Reservations required

Meet Our Panel

Meet the people behind the conversation. Our panel brings together professionals in tax planning, estate planning and wealth management to share their experience, answer questions and help make some of these big financial topics feel a little easier to understand.

Panel Experts
Smiling woman with dark hair and a colorful scarf

Melissa Ochoa

Owner 
Apple Blossom Tax Service

Melissa Ochoa is an Enrolled Agent and the owner of Apple Blossom Tax Service in Sebastopol. She works with individuals, families and business owners on tax preparation and proactive tax planning, with a focus on helping clients make smarter decisions before major life events happen.

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Melissa is especially passionate about helping people understand the tax opportunities connected to retirement, inheritance, business changes, major purchases and other life milestones. Her approach is practical and forward-looking, helping clients use timing and planning to reduce surprises and make the most of the choices available to them.

Portrait of a man with glasses for the November 14th Event

Michael Blacksburg

Founder

Blacksburg Law

Michael Blacksburg is the founder of Blacksburg Law, where he helps families protect what matters most through clear, customized estate planning. With over 25 years of experience, Michael makes a complex process simple — guiding clients through wills, trusts, and legacy strategies so they can feel confident about the future.

 
At Blacksburg Law, we focus on estate planning, trust administration, and probate. Our approach is personal and practical, designed to give families clarity and peace of mind.

Smiling woman with blonde-highlighted hair at a November 14th event

Valerie Krebs

Wealth Advisor

LPL Financial

Valerie Krebs is a Wealth Advisor based in Sonoma County with more than a decade of experience in financial services. Her background includes banking, investment management and wealth advising, with a focus on helping clients navigate complex financial decisions with clear, personalized guidance.

 

Now with LPL Financial, Valerie takes a client-centered approach to wealth management, helping individuals and families build strategies around their goals, priorities and long-term financial well-being.

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