Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. Edgar and Franklin will discuss exit planning, how it differs from succession planning and how advisors can incorporate it into their practice. They will also explore the process of exit planning while maximizing the value of the client’s business and ensuring alignment between their personal, financial, and business plans.

For more details about the conference, visit: https://bit.ly/3VhoGW2 


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