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.
LOCATION:Virtual Library CLASS:PUBLIC TRANSP:TRANSPARENT END:VEVENT BEGIN:VALARM TRIGGER:-PT1440M ACTION:DISPLAY DESCRIPTION:Event Reminder - Presentation: Demystifying the Financial Planning Process END:VALARM END:VCALENDAR