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Topic
Demystifying the Financial Planning Process
Date & Time

Selected Sessions:

Apr 2, 2025 12:00 PM

Description
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®. Rachna 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 also works pro bono with Advisers Give Back. For questions about the program or problems registering contact busscitech@sfpl.org. For accommodations (such as ASL or language interpretation), call (415) 557-4400 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.