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Moving Forward on Your Own

Moving Forward on Your Own

Friday, March 06, 2020

10:30a - 12:00p PST

San Mateo office

San Mateo office

951 Mariners Island Blvd
Suite 300
San Mateo, CA 94404
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Rashida Lilani, CFP®, CPWA®


Rashida Lilani, CFP®, CPWA®

Widows face unique challenges as they grieve and make important decisions for the next stage in their lives.  

Join us for an informative presentation and discussion about: 

  • Impact of grief and emotions
  • The 3 stages of widowhood
  • Avoiding common financial mistakes
  • Next steps

We will review a general checklist for organizing financial matters and taking the right steps to maintain financial well-being and reduce worry during the time of healing.

This is an information session only. There will be no sales presentation at this event.

Please RSVP by February 28th. 

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