The Institute for the Fiduciary Standard: Millennials: The Future of Financial Planning – Wednesday 9/21 @ 3:00 PM EST (Virtual)
Tobias Financial Advisors is proud to announce that our Wealth Advisor Yesenia Realejo will serve as a panelist at The Institute for the Fiduciary Standard on Wednesday, September 21st at 3:00 PM EST. Accompanied by four other millennial financial planners, Yesenia will share her thoughts on”“Millennials: The Future of Financial Planning”.
Utilizing her personal and professional experience, she will help us understand the new outlook on work/life relationship as well as its impact on the future of financial planning. Moreover, she will explore the topics of technology, working through Covid and baby boomer retirements from the millennial perspective.
To join the virtual event, visit: https://bit.ly/3dbFfRt