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Moving Forward on Your Own

Moving Forward on Your Own

Thursday, March 19, 2020

10:00a - 11:30a PST

Roseville office

Roseville office

1624 Santa Clara Drive
Suite 235
Roseville, CA 95661
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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 March 12th 


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