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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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. 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.’

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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. The post Where to Get Started with Estate Planning first appeared on Pacifica Wealth Advisors. Trust factories are pretty easy to spot.

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