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 52

Wealth Advisor Financial Planning Planning CFP 52

International College of Financial Planning

MAY 30, 2023

Risk management and insurance Risk management involves identifying, assessing, and mitigating financial risks. Insurance is a key risk management tool that helps individuals protect their assets and income from unforeseen events such as accidents, illness, or natural disasters.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52