Learn from Our Sonoma Wealth Management Team

At Meyers Financial, we believe that knowledge truly is power. The more you can educate yourself about managing your finances, the more wealth you can accumulate. While it may seem daunting and complicated to dive into the world of wealth management, we are here to show you that with just a few easy steps, you can be on your way to becoming a master at managing your own finances. Check back periodically to browse the events, seminars, classes, and other education opportunities that our Sonoma wealth management team offers!

Invite us to speak at your event

Our team at Meyers Financial love sharing their knowledge on all things financial—whether it’s boosting your chances for optimal financial growth, arranging finances in a divorce, planning your pre- and post-retirement needs, or the latest changes in taxes and social security. To host a Meyers Financial speaker at your next event, please send us an email or call our office!

 Lillian Meyers, CFP, EA,The Retiree’s Tax Savvy Best Friend” is a nationally-recognized Financial Educator, Speaker, and Tax and Financial Planner. Meyers, who as an Enrolled Agent has received the highest credential the IRS awards, has saved taxpayers monies as their advocate before the IRS. Her professional insights have been quoted in a number of publications, including The Wall Street Journal. As a featured guest, you may have heard Lillian interviewed on KSVY-FM. She has educated hundreds of retirees on how to legally cut taxes, increase their income and protect their hard earned wealth. Lillian and her husband, Jerry, have been residents of Sonoma for almost half a century. When she’s not helping people with their wealth, she enjoys visiting their three adult children and five grandchildren.

Meyers Financial will be closed in observance of the following holidays:

  • New Year’s Day
  • Memorial Day
  • Independence Day
  • Labor Day
  • Thanksgiving
  • Christmas