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We are thrilled to announce that our WealthAdvisors, 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., appeared first on www.tobiasfinancial.com.
Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen WealthAdvisors , a billion-dollar-plus RIA in Overland Park, Kansas. Seminars don’t work. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Webinars don’t work.’
Unless you have very few assets and no children, I would not recommend using a software program to create your Will and would never recommend their use to create POAs or Living Trusts. You’ll often see them advertise free estate planning seminars on late-night television or in local newspapers. They claim that—for $29.95
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