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Calendar of Events

Upcoming Events

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Past Events

  • Best Buddies Friendship Walk 2023

    04/20/2023 at 8:00 am

    Help us make the world a more welcoming place! On April 20th, 2023, our team is excited to participate in this year’s Best Buddies Friendship Walk.  The Best Buddies Friendship Walk is the leading walk in the country supporting inclusion for people with intellectual and developmental disabilities (also known as IDD). Our team is proud…

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  • Live From South Florida…It’s Saturday Night

    04/02/2022 at 5:30 pm

    On April 2nd, the Tobias team is ready to laugh for a great cause. Gilda’s Club South Florida is excited for their 26th annual Live From South Florida…It’s Saturday Night. Tobias Financial Advisors is a proud supporter of Gilda’s Club and our CEO Marianela Collado dedicates her time supporting the mission of the club. The…

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  • Take Stock in Children of Broward County’s Swing Fore Education

    02/26/2022 at 10:00 am

    Take Stock in Children of Broward County is looking forward to Swinging Fore Education on Saturday, February 26th at Top Golf in Miami Gardens. Raising college scholarship dollars for students waiting to fulfill their dreams of a college education; Take Stock in Children of Broward County is one of several organizations Tobias Financial Advisors is…

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  • Harvest Drive

    09/01/2017 at 12:00 pm

    Harvest Drive Inc. was formed 24 years ago after founder Renee Herman and her family saw several families in the Weston area needlessly go hungry over the Thanksgiving holiday. Dedicated to making a difference in their hometown, Renee and her family continue to raise awareness and harvest the support needed to help over 2000 needy…

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  • Join us on Tuesday, July 21st at 12:30 p.m. for our upcoming Market Update Webinar: Inflation, Elections & What's Next for Investors

    Inflation, Elections & What’s Next for Investors

    07/21/2026 at 12:30 pm

    Our Director of Investments, Charles “Chad” NeSmith, CFA, CFP®, will review market themes from the first half of 2026 and share considerations for the second half of the year. Topics of discussion will include how markets are adapting to the leadership of new Federal Reserve Chairman Kevin Warsh, portfolio positioning ahead of the upcoming midterm elections,…

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  • Exit Planning for Business Owners Webinar – June 2026

    06/17/2026 at 2:00 pm

    Join us on Wednesday, June 17th at 2:00 p.m. for our Exit Planning Webinar!

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  • Retirement Planning Webinar – May 2026

    05/28/2026 at 12:30 pm

    Join us on Thursday, May 28th at 12:30 p.m. for our Retirement Planning Webinar

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  • Quarterly Market Update Webinar – April 2026

    04/21/2026 at 12:30 pm

    Our Director of Investments, Charles “Chad” NeSmith, CFA, CFP®, and Chief Investment Officer, Matthew Saneholtz, CFA, CFP®, EA, will break down this quarter’s market performance. They will also walk through overall positioning in portfolios, and share their insight on staying steady in today’s financial landscape.

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  • Life Insurance Planning Basics: What to Know and How It Fits Your Plan – March 2026

    03/19/2026 at 12:30 pm

    Join us on Thursday, March 19th at 12:30p.m. for our Webinar – Life Insurance Planning Basics: What to Know and How It Fits Your Plan

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  • Quarterly Market Update Webinar – January 2026

    01/21/2026 at 12:30 pm

    Join us on Wednesday, January 21st at 12:30p.m. for our first Quarterly Market Update Webinar of the year.

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  • Year End Tax Planning 2025

    11/12/2025 at 12:30 pm

    Join us on Wednesday, November 12th at 12:30 p.m. ET for our Year End Tax Planning Webinar!

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  • Quarterly Market Update Webinar – October 2025

    10/21/2025 at 12:30 pm

    Join us on Tuesday, October 21st at 12:30 PM Eastern for our complimentary Quarterly Market Update Webinar. Our Portfolio Manager, Charles “Chad” Nesmith, CFA, CFP®, and Yesenia Realjo, will review last quarter’s market performance and share their insights on what may lie ahead.

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  • Estate Planning Webinar

    10/09/2025 at 12:30 pm

    Join us on Thursday, October 9th, at 12:30 p.m. ET for our Estate Planning Webinar. Estate planning is more than preparing documents – it’s about creating a thoughtful plan that reflects your values and intentions.  In this session, our Senior Wealth Advisor, Yesenia Realejo, CFP®, and Wealth Advisor Christopher Brooks, CFP®, will share considerations around…

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  • Your Business, Your Future: Growth, Strategy & Exit Planning

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    Is your business generating over $5M in revenue?  If so, this workshop is designed for business owners like you who are navigating growth, strategy, and exit planning.  Join us for our dynamic, in-person workshop designed specifically for business owners who want to lead with clarity and plan ahead. 

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  • Quarterly Market Update Webinar – April 2025

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    Join us for our Quarterly Market Update Webinar on April 15th, 2025 at 12:30 PM. We’ll discuss market performance, economic trends, stock market insights, the impact of tariffs on the economy and global trade, along with planning considerations for the months ahead.

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  • Quarterly Market Update Webinar

    01/21/2025 at 12:30 pm

    Join us on Tuesday, January 21st at 12:30 PM Eastern for our Quarterly Market Update Webinar. 

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  • Marianela Collado Joins CNBC’s Financial Advisor Summit to Discuss Key Economic Trends for 2025

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    The recent Financial Advisor Summit hosted by CNBC featured an insightful discussion on the economic and policy trends that could shape 2025. Our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, participated in a session focusing on tax reform and its potential impact on individuals and businesses. The discussion explored the 2017 Tax Cuts and Jobs Act,…

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  • Year-end Tax Planning Webinar

    11/14/2024 at 12:30 pm

    Join us on Thursday, November 14th at 12:30 PM Eastern for our Year-end Tax Planning Webinar.  When: Thursday, November 14th at 12:30 PM EasternRegistration: 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 attendance. This event has passed, you can watch…

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  • Quarterly Market Update Webinar

    10/15/2024 at 12:30 pm

    Join us on Tuesday, October 15th at 12:30 PM Eastern for our Quarterly Market Update Webinar.  When: Tuesday, October 15th at 12:30 PM EasternRegistration: 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 attendance. This event has passed, you can watch the…

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  • Quarterly Market Update Webinar (7/16)

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    This event has passed, you can watch the recording here: https://bit.ly/3LocTRA Join us on Tuesday, July 16th at 12:30 PM Eastern for our Quarterly Market Update Webinar.  When: Tuesday, July 16th at 12:30 PM EasternRegistration: Click here to register.  Cost: Complimentary  After registering, you will receive a confirmation email with instructions for joining the webinar. We look…

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  • Quarterly Market Update Webinar (4/16)

    04/16/2024 at 12:30 pm

    This event has passed, you can watch the recording here: https://bit.ly/49DhpWe  Join us on Tuesday, April 16th at 12:30 PM Eastern for our Quarterly Market Update Webinar.  When: Tuesday, April 16th 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…

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  • Catalina Franco-Cicero Presents for FPA Latino Knowledge Circle – March 5th, 2024

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    We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS™, will serve as a presenter for the FPA Latino Knowledge Circle on March 5th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances. The Latino Knowledge Circle explores…

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  • Franklin Gay and Melanie Leal Ramirez Present on Quality in the Financial Services Sector

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    We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17th. In this session, Franklin and Melanie will delve into the intricate world…

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  • CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th

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    Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist on the Collaborative Family Law Professionals of South Florida virtual webinar on Tuesday, April 18th at 8:00 AM EST. Accompanied by four other professionals, Marianela will speak about the creativity of collaborative practice. Whether you are a professional…

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  • The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live

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    We are excited to announce that our CEO Marianela Collado and Joshua Rosenberg of Kelley Kronenberg will be jointly presenting on Monday, 2/27/2023 at 5:00 PM EST at Kelley Kronenberg, 10360 W. State Rd. 84, Fort Lauderdale, FL. Marianela and Joshua will come together to discuss some of the best practices of estate planning and the…

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  • Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale

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    Tobias Financial Advisors is pleased to announce that our COO Edgar Collado along with other Certified Exit Planning professionals came together to form the Fort Lauderdale Chapter of the Exit Planning Institute. The launch of the Chapter is on February 21, 2023, at The Tower Club Fort Lauderdale from 5:00 PM to 6:30 PM EST. …

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  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023

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    Tobias Financial Advisors is pleased to announce that our Wealth Advisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role. We are proud of Franko’s leadership role within the NAPFA organization and his dedication to furthering the mission of fee-only financial professionals.    Franko worked directly with NAPFA Members to…

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  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom

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    Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning event on Wednesday, February 1st at 12:15 PM EST.  Following a week at the Heckerling Institute, Marianela will share what she learned about recent state…

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  • CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET

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    Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a speaker on CNBC Your Money 2022 on Tuesday, November 1st at 12:00 PM ET. The program features financial professionals who explore ways to maximize finances while navigating challenges such as inflation, building a financial safety net, and investing for…

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  • Realizing Your Benefits: A Workshop on Maximizing Your Charitable Giving – October 12, 2022, 3:00 PM ET – Live

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    Did you know your charitable gift can have a bigger impact and affect generations to come? Our CEO Marianela Collado will lead an informative workshop on ways to optimize your charitable giving on October 12th at 3:00PM ET at Gilda’s Club South Florida. She is excited to partner up with Kaley Barbera of Snyder &…

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  • The Institute for the Fiduciary Standard: Millennials: The Future of Financial Planning – Wednesday 9/21 @ 3:00 PM EST (Virtual)

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    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…

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  • Sourcing Capital for Your Business – Tuesday, September 13th, 2022, ONLINE

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    Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13th at 6:00 P.M. EDT. During the workshop facilitated by SCORE, Edgar will offer his thoughts on bank lending, venture and angel capital, alternative financial strategies, and private investors. It is an…

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  • 2022 Women’s Leadership Summit

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    On June 10th, Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration. We are always honored to support initiatives of personal and professional development and The Women’s Leadership Summit…

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  • HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022

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    Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at the T3 Technology Conference for Advisors on May 4th, 2022 in Dallas, Texas. The T3 conference is a practice management and technology event for independent and hybrid advisors that gives timely information on how to build a more efficient…

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  • Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom

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    Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3rd at 12:10 PM EST.  Following a week at the virtual Heckerling Institute, Marianela will share what she learned about recent…

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  • Planned Giving Council of Broward County

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    Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at the Planned Giving Council of Broward County’s virtual event on February 15th. During the discussion, expert panelists will explore life in a post-COVID world.  The Planned Giving Council of Broward County brings together nonprofit and for-profit professionals…

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  • Planned Giving Council of Broward County

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    Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve on the 2021-2022 Board of Directors for the Planned Giving Council of Broward County. The Planned Giving Council of Broward County brings together nonprofit and for-profit professionals to network, exchange ideas and share in the knowledge to be gained from speakers…

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  • Live From South Florida…It’s Saturday Night

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    Celebrating 25 years of laughter and hope On March 6th, the Tobias team will laugh while supporting a good cause. Gilda’s Club is excited for this year’s Live From South Florida…It’s Saturday Night. Tobias Financial Advisors is a proud supporter of Gilda’s Club and our CEO Marianela Collado dedicates her time supporting the mission of…

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  • Get Up! Get Out! Get Moving! All Heart Amazing Challenge

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    “Do it for yourself. And for those that can’t.”   The Ann Storck Center is excited for this year’s All Heart Amazing Challenge taking place from February 14 – 28, 2021. For fifteen days, participants are encouraged to complete and capture themselves participating in ten activities of their choice. Participation in this Challenge helps spread awareness and raise vital funds for the Center.   Tobias Financial Advisors continues to be a proud supporter of…

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  • Ann Storck Center Inaugural All Heart 5K

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    On February 15, 2020, the Ann Storck Center will host its inaugural All Heart 5K. As a board member and long-time supporter of the Ann Storck Center, our President Matt Saneholtz and members of the Tobias Financial Advisors team will be there to raise vital funds for the Center. The Ann Storck Center is a…

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  • Best Buddies Champion of the Year

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    Tobias Financial Advisors proudly announces our ongoing support of the Best Buddies Champion of the Year event. Best Buddies is dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for people with intellectual and developmental disabilities (IDD).  The Champion of the Year event, which…

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  • A Conversation with Broward County Property Appraiser Marty Kiar

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    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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  • Webinar: Learn the Signs of Elderly Exploitation

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    Elderly exploitation is becoming an increasingly more pervasive and costly problem affecting victims, their families and our nation as a whole. According to the National Center on Elder Abuse (NCEA), financial exploitation can include “the illegal or improper use of an elder’s funds, property or assets.” By learning the signs and symptoms of elder abuse,…

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  • Join Tobias Financial Advisors in the Walk to End Alzheimer’s®

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    This October, Tobias Financial Advisors is supporting the Alzheimer’s Association in their annual Walk to End Alzheimer’s®. This is the largest event in the nation that targets to raise awareness as well as fight Alzheimer’s. Did you know that Alzheimer’s is the 6th leading cause of death in the United States? Or that in 2016…

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  • What is Cyber Crime, and how can you protect yourself against it?

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    You’ve likely heard many stories about Cyber Crime in the news and perhaps you even know some people who have been affected by one of these crimes. If you’ve ever received a spoofed email (an email that falsely looks like it’s coming from someone or a business you know), or received a request to respond…

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