Friday, March 8th, 20199:00 am
ending on Friday, March 8th, 2019 11:00 am
You are invited to a Wealth Transfer and Estate Planning Workshop Hosted by Tobias Financial Advisors
March 8th | 9 – 11 a.m. 900 S. Pine Island Road, Suite 140, Plantation, FL
Learn more about maximizing the legacy you leave for the next generation by protecting your assets and incorporating charitable giving into your plans. We are bringing together three of the area’s experts to answer your questions and share their tips for making the most of your estate planning. You will leave better informed and with strategies you can implement right away.
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.