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Upcoming Events and Workshops

FINANCIAL MANAGEMENT WORKSHOP FOR WOMEN

We cover comprehensive Financial Management topics like Cash Flow Planning, Insurance and Tax Planning, Retirement and College Planning and Estate Planning. Seating is limited to just twelve (12) women. Schedule for 2009 - January 22, 2009 February 19, 2009 March 26, 2009 April 23, 2009 May 28, 2009 Please call (916) 782-7752 for registration fees, location and time. Financial planning workshops and events are tailored to assist busy professional women, and are held in Roseville, Rocklin, Lincoln, Granite Bay and the greater Sacramento area.
Lilani Wealth Management is a Registered Investment Advisor. Registered Principal with and securities offered through Foothill Securities Inc.
Member FINRA/SIPC. © Copyright 2007. All Rights Reserved.

Certified Financial PlannerThe CFP® Board is a professional regulatory organization acting in the public interest. The CFP® Board helps the public to identify financial planners who are committed to competent and ethical behavior when providing financial planning services. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.