Broker Check
19 Nov
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.

In our busy lives, long-term planning is often overlooked. And while most people understand that having a solid financial plan is key to meeting both short and long-term financial goals, not everyone knows where or even how to begin. Having a sound financial plan can make your goals and dreams possible! So attend this webinar and gain insights to set you off on the right track!

A recording of this webinar will be available and will be shared with all registered attendees after the live event.

Date and Time

Thu, Nov 19, 2020

4:00p - 5:00p PST


Zoom Webinar


Event Registration