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Presentation: Demystifying the Financial Planning Process

Saturday, 4/15/2023
11:00 - 12:00

Learn about the financial planning process, the areas covered by a comprehensive financial plan and its value proposition, along with suggestions on how to choose a financial advisor. Presented by Rachna Bijlani, CFP®. 

Bijlani is the founder and wealth manager at BRSQUARED LLC, a financial planning and asset management firm located in Danville, CA. She’s a CERTIFIED FINANCIAL PLANNER™ and holds an Engineering degree in Electronics from University of Mumbai. Rachna’s engineering background combined with her family background in finance motivated her to capitalize on her strengths and follow her passion of making a difference in people’s lives by helping them achieve their financial goals. Rachna also works pro bono with Advisers Give Back and she recently presented at the “Young Women and Money Conference” at Berkeley. She’s an avid advocate of promoting financial literacy and often posts informative and educational articles on her website. 

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An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

For questions about the program or help registering, contact sfplcpp@sfpl.orgAll programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL or language interpretation), call (415) 557-4557 or contact Requesting at least 3 business days in advance will help ensure availability.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.