During this session, our CEO and Senior Wealth Advisor, Marianela Collado, CPA/PFS, CFP®, CDS®, and Chief Financial Officer and Chief Operating Officer, Edgar Collado, CEPA®, will discuss exit planning, what it is, and how you can work on your business to make it work for you. They will share their insights on personal, financial, and business goals, and how they can be aligned in order for you to successfully grow and transition your business, allowing you to live the life you want after your exit.
Watch the event recording here: https://bit.ly/4a5O0qC
Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
This webinar is provided for informational and educational purposes only. The information presented is believed to be accurate and up to date, but it should not be regarded as a complete analysis of the subjects discussed. Tobias Financial Advisors does not provide legal advice. Attendees should consult with their attorney before implementing any estate planning strategies discussed. All expressions of opinion reflect the judgment of the speakers as of the date of the event and are subject to change. Individual timelines and experiences may vary based on personal circumstances.