CFP Estate Planning Events 
Tobias Financial
APRIL 20, 2025
We are excited to share that our CEO, Marianela Collado, CPA/PFS, CFP,CDS , will serve as a panelist at the upcoming Planned Giving Council Broward Symposium on May 15 th. The event is held from 8:00 a.m. The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving.
Steve Sanduski
NOVEMBER 12, 2024
Broadening the client experience to include world-class events (like an African safari!) Sometimes we put our CFP hat on and say, yes, I can solve those problems for you. They want to talk about how they need to update their estate plan, but they’ve got some real turmoil. Identifying ideal client personas.
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Tobias Financial
JANUARY 7, 2024
We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community.
Your Richest Life
OCTOBER 1, 2022
And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. Estate planning documents. If you’re the member of the household who typically plans the meals, cooks or grocery shops, it’s nice to have a backup supply ready in case you get sick or injured.
Yardley Wealth Management
SEPTEMBER 24, 2021
“If history is any evidence, the market will continue to rise (and fall) after current world events have resolved. Be prepared with a long-term financial plan to weather the ups and downs of any market,” concluded Garry. The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC.
Darrow Wealth Management
AUGUST 28, 2023
The sale of a business marks a major life event. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Consider working with a sudden wealth advisor who focuses on helping individuals experiencing a transformative liquidity event.
Your Richest Life
AUGUST 10, 2024
Financial Fall Checklist: Prepare for upcoming expenses For many people, the last quarter of the year means sporting events, travel and holiday shopping. The last few months of the year are often some of the busiest, so now is a perfect time to get prepared and check off some important tasks before your schedule gets too overloaded.
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