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. We are bringing together three of the area’s experts to answer your questions and share their tips for making the most of your estate planning. You will leave better informed and with strategies you can implement right away.

This free workshop will cover the following topics:

• How to avoid costly mistakes in your estate plan
• Which documents you need in place
• How taxes and other expenses could impact your plans
• What you can do now to maximize your estate plan
• How to incorporate charitable giving into your estate plan

GUEST SPEAKERS
Marianela Collado, Tobias Financial Advisors
Kaley N. Barbera, Willert Snyder & Snyder
David Ratcliffe, Community Foundation of Broward

Please register by clicking this link.

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