Benjamin Tobias Attends the National LINC TD Ameritrade 2017 Conference in San Diego

Our President, Benjamin Tobias, CFP®, CPA/PFS, AIF®, attended the National LINC 2017 conference put on by TD Ameritrade in San Diego. As a financial planner, it is always important to stay up to date on trends in the industry and connect with others in our marketplace, and Ben was able to learn not only some great tips for keeping Tobias Financial Advisors at the top of the financial planning game in Fort Lauderdale, Florida, but also some exciting new tips for helping his clients maximize their investment opportunities. As a CERTIFIED FINANCIAL PLANNER™ professional, he is always looking to expand not only his own skills, but also those of fellow financial planners working at Tobias Financial so that our clients reap the rewards.

Ben has been a member of either the TD Ameritrade Institutional Advisor Panel or the TD Ameritrade President’s Council since 2005. TD Ameritrade provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs). We are excited that he participated in this recent conference and look forward to his continued involvement with TD Ameritrade.
Are you interested in learning more about what Tobias Financial Advisors can do to help you plan for your financial future? Please get in touch with us and we’d be happy to discuss the many ways we can help you with your portfolio management, retirement planning, and your other financial needs.

On your keyboard tap enter to search or esc to close