Category: Other Events


Civility Wins: Women’s History Month Event

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Civility Wins: Women’s History Month Event on Monday, March 28th at 9:00 PM EST.  During the discussion, expert panelists will discuss various topics impacting women from a male and a female perspective.  Marianela is passionate about empowering women […]

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Financial Planning Opportunities in the CARES Act

Join us on Thursday, April 9 at 12:30 PM Eastern as we explore financial planning opportunities stemming from the recently passed CARES Act. When: Thursday, April 9 at 12:30 PM Eastern Registration: Click here to register. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your […]

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CLIENT APPRECIATION EVENT

EAT, DRINK, AND MINGLE AT OUR CLIENT APPRECIATION EVENT Thursday, June 13th at 6:30pm Gallery of Amazing Things 481 S. Federal Highway Dania Beach, FL 33004 KINDLY RSVP TO AIMEE@TOBIASFINANCIAL.COM OR (954)-424-1660

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Wealth Transfer and Estate Planning Workshop

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. […]

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A Conversation with Broward County Property Appraiser Marty Kiar

How does the homestead exemption work? What documents do you need to apply for homestead exemption? Join Broward County Property Appraiser – Marty Kiar to learn the ins and outs of the Florida homestead exemption and the Broward County Property Appraiser’s office. He will give an overview of the role of the property appraiser’s office and will talk […]

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Breakfast Workshop: Medicare Planning

Trying to understand the differences between Original Medicare, Medicare Supplements, Medicare Advantage, and Prescription Drug Plans can be terribly confusing. If you are unsure about which Medicare or prescription drug plan is best for you, or have questions about enrolling in Original Medicare Part A and B, join us for our upcoming Breakfast Workshop! When: Thursday, October 12, 9:30AM – 11:00AM (*date changed […]

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Protecting the Elderly

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Cyber Security Breakfast Workshop

As part of our ongoing commitment to researching emerging topics, Tobias Financial Advisors invited Mr. David Bennett, president of Connections for Business, to speak about Cyber Crime and how you can protect your family, business, money and identity.

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