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Moving Forward on Your Own




Moving Forward on Your Own

Thursday, December 12, 2019

10:00a - 11:30a PST

Roseville office

Roseville office

1624 Santa Clara Drive Suite 235
Roseville, CA 95661
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2019-12-12T10:00:00.0000000
2019-12-12T11:30:00.0000000
PT1H30M

Organizer:

Rashida Lilani, CFP®, CPWA®

Presenter:

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 December 5th

 


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