Lanning Financial is committed to facilitating the accessibility and usability of its website,, for everyone. Lanning Financial aims to comply with all applicable standards, including the World Wide Web Consortium's Web Content Accessibility Guidelines 2.0 up to Level AA (WCAG 2.0 AA). Lanning Financial is proud of the efforts that we have completed and that are in-progress to ensure that our website is accessible to everyone.

If you experience any difficulty in accessing any part of this website, please feel free to call us at 415.354.5699 or email us at and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

Lanning Financial Retirement Webinar

Welcome Video From Jessica

Lanning Financial Cash Cow Video


  • Introduction and course goals
  • What’s your vision for Phase 3?
  • What might keep you from your vision?
  • Do I have to do my estate planning?
  • How should I be invested?
  • Break
  • What do I do about long-term care?
  • How do I navigate Social Security and Medicare?
  • Questions & answers


  • download and print the slides so you can take notes
  • be sure to sign in 10 minutes before the presentation starts (you will receive a reminder email with a direct Zoom link to the webinar)
  • have paper and pen handy to take notes
  • prepare to be engaged as the program will move relatively quickly

Jessica Lanning, JD, CFP®
San Francisco, CA.


By Appointment Only:
100 Pine Street, Suite 1250
San Francisco, CA 94111

Email Us


      Copy Protected by Chetan's WP-Copyprotect.