Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 15, 2023
4:00p - 5:00p
Zoom Webinar
2023 Market Outlook and SECURE Act 2.0
Join us on Wednesday, February 15th at 4:00 PM PDT for our 2023 Market Outlook and SECURE Act 2.0 Webinar where Rashida Lilani, CFP®, CPWA® will discuss economic and stock market events in 2022, projections and investment outlook for 2023, and SECURE Act 2.0 as it pertains to investors and retirees.
November 17, 2022
4:30p - 5:30p
Zoom Webinar
Market Update and Year-End Tax Planning Webinar
2022 has been a tumultuous year, to say the least. The world seems to have been in a spin for one reason or another. Join Rashida as she discusses the various events and their impact on investments, her projections through the end of the year and 2023, as well as areas of opportunities. In addition, Rashida will also discuss some year-end tax planning tips and strategies that can still be implemented before the end of the year. There will be time for some questions at the end of the webinar. If you cannot attend, please register and we will send you a recording.
August 17, 2022
4:30p - 5:15p
Zoom Webinar
Mid-Year Economic and Market Outlook
We are past the mid-year mark and the second half of 2022 promises to be just as eventful, but perhaps not as painful, as the first half. Join us on August 17th at 4:30 PM Pacific as we discuss year-to-date market performance and the prevailing economic and global conditions. Does higher inflation, higher interest rates, and a wave of other unprecedented events dictate an adjustment to your financial plan?
February 10, 2022
4:30p - 5:15p
Zoom Webinar
2022 Economic and Market Outlook
As the Federal Reserve met for the first time this year, investors are looking for clues about tapering, interest rate lift-off and balance sheet reduction, and the anticipation of the same can be witnessed in how the markets have been behaving lately. Join us as Rashida Lilani with Lilani Wealth Management discusses the possible steps the Federal Reserve will take and their implications, along with a market and economic forecast in her 2022 Economic and Market Outlook webinar on February 10th at 4:30 PM Pacific Time.
October 6, 2021
5:30p - 7:30p
Crowne Plaza Foster City
Peninsula Estate Planning Council: 2022 Tax Issues (Live Event)
There are many changes and proposed changes to taxes. In this fast paced presentation, Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, from Pon & Associates will go over the most recent changes and updates to the tax forms. He will also review any pending legislation at the time of the presentation. Also, he will review important tax planning considerations for 2021 before the year is over.
May 5, 2021
5:00p - 5:45p
Zoom Webinar
Retirement Readiness Webinar Series - Planning for Healthcare in Retirement
LWM presents: Retirement Readiness Webinar Series. Thinking of retirement and wondering what it may look like? Today, longer lifespans, escalating living expenses and economic uncertainty make it essential to diligently prepare and plan for the next 20-30 years of your life. If you are 5 to 10 years from retirement, let us help you prepare for financial freedom and peace of mind in your golden years. In this series of four webinars, Rashida Lilani CFP® CPWA® will present on various aspects of preparing for a comfortable and financially secure retirement. Each webinar will be 30 minutes long with time allowed for questions. We encourage you to attend the entire series to get a comprehensive understanding of retirement planning fundamentals.
April 28, 2021
5:00p - 5:45p
Zoom Webinar
Retirement Readiness Webinar Series - Investing in Retirement: What, Why, When and How
LWM presents: Retirement Readiness Webinar Series. Thinking of retirement and wondering what it may look like? Today, longer lifespans, escalating living expenses and economic uncertainty make it essential to diligently prepare and plan for the next 20-30 years of your life. If you are 5 to 10 years from retirement, let us help you prepare for financial freedom and peace of mind in your golden years. In this series of four webinars, Rashida Lilani CFP® CPWA® will present on various aspects of preparing for a comfortable and financially secure retirement. Each webinar will be 30 minutes long with time allowed for questions. We encourage you to attend the entire series to get a comprehensive understanding of retirement planning fundamentals.
April 21, 2021
5:00p - 5:45p
Zoom Webinar
Retirement Readiness Webinar Series - Income in Retirement: Your Sources of Income
LWM presents: Retirement Readiness Webinar Series. Thinking of retirement and wondering what it may look like? Today, longer lifespans, escalating living expenses and economic uncertainty make it essential to diligently prepare and plan for the next 20-30 years of your life. If you are 5 to 10 years from retirement, let us help you prepare for financial freedom and peace of mind in your golden years. In this series of four webinars, Rashida Lilani CFP® CPWA® will present on various aspects of preparing for a comfortable and financially secure retirement. Each webinar will be 30 minutes long with time allowed for questions. We encourage you to attend the entire series to get a comprehensive understanding of retirement planning fundamentals.
April 14, 2021
5:00p - 5:45p
Zoom Webinar
Retirement Readiness Webinar Series - Living in Retirement: What to Expect
LWM presents: Retirement Readiness Webinar Series. Thinking of retirement and wondering what it may look like? Today, longer lifespans, escalating living expenses and economic uncertainty make it essential to diligently prepare and plan for the next 20-30 years of your life. If you are 5 to 10 years from retirement, let us help you prepare for financial freedom and peace of mind in your golden years. In this series of four webinars, Rashida Lilani CFP® CPWA® will present on various aspects of preparing for a comfortable and financially secure retirement. Each webinar will be 30 minutes long with time allowed for questions. We encourage you to attend the entire series to get a comprehensive understanding of retirement planning fundamentals.
February 11, 2021
4:00p - 4:45p
Zoom Webinar
Outlook 2021: On Our Way to a New “Normal”
As the recovery from COVID continues, this year is going to be far from the normal we have known in the past. Rashida will present this informative 45-minute webinar on the outlook for 2021. We will discuss where we are today and the projections for this year, both for the economy and the stock market, as well as the impact on portfolios and changes that will need to be made to individual financial plans.
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.