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Presentation: Demystifying the Financial Planning Process

星期六, 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.



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