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., appeared first on www.tobiasfinancial.com.

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Wealth Advisor Financial Planning Planning CFP 52

Carson Wealth

JANUARY 22, 2025

It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar.

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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. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Seminars don’t work. ’ You name it.

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Engineering Communication Financial Planning Clients 52