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.,

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Wealth Advisor Financial Planning Planning CFP 52

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Seminars don’t work. Webinars don’t work.’

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Engineering Communication Financial Planning Clients 52

Pacifica Wealth

FEBRUARY 17, 2022

You’ll often see them advertise free estate planning seminars on late-night television or in local newspapers. These seminars are nothing more than sales pitches for their Living Trusts. For a couple hundred dollars, they claim to create a “customized” estate plan for you. Trust factories are pretty easy to spot.

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Estate Planning Planning Insurance Advertising 52