Asset Allocation, Retirement and Seminar - Financial Advisor Source

Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor

Wealth Advisor Financial Planning Planning CFP

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. Have I managed my asset allocation and my investment fees? SETHI: Yes.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

Transcript: Ramit Sethi

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