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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 19, 2020

4:00p - 5:00p

Zoom Webinar

Tax and Financial Planning for Year-End and Beyond

In preparation for the end of the year and the incoming tax season, Rashida Lilani, from Lilani Wealth Management, will provide advice around taxes and wealth management for the closing of 2020 and the incoming 2021. Learn about some fundamental yet simple steps you can take to embark on a financially fulfilling life. Rashida will discuss a number of topics related to financial planning for all levels and ages of investors. Fundamental tax and financial planning strategies will be presented such as optimizing benefits in employer-sponsored plans, maximizing tax benefits and deductions, social security basics, long-term care and healthcare planning in retirement. Planning opportunities due to the recently passed CARES Act and SECURE Act will also be discussed.

October 22, 2020

10:00a - 11:00a

Register online

Social Security - What You Need to Know Today

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. When you claim benefits can significantly affect your overall retirement income. Claiming Social Security before reaching full retirement age may significantly and permanently reduce the benefits that you — and possibly your spouse — could receive over a lifetime. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. There’s no one-size-fits-all answer. Join us for an informational online webinar presented by a Certified Financial Planner practitioner and Certified Private Wealth Advisor Rashida Lilani covering Social Security on Thursday, October 22 from 10:00 AM - 11:00 AM.

Event Registration