Join our Senior Wealth Advisor, Yesenia Realejo, CFP®, and Wealth Advisor, Ursula Auger. CFA, CFP®, as they discuss considerations for preparing for retirement. They will share insights on aligning personal goals, financial strategies, and business objectives, along with factors to consider when planning for a transition into retirement.
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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.