Real Estate- Create wealth investing in Real Estate-Hialeah
Real Estate- Create wealth investing in Real Estate-Hialeah
Tomorrow at 8:00 PM
Hialeah- Link will be provided in confirmation call/text • Hialeah, FL
Free
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Wealth Transfer & Estate Planning Workshop
When and where
Date and time
Location
Tobias Financial Advisors 900 South Pine Island Road Suite 140 Plantation, FL 33324
Map and directions
How to get there
Description
You are invited to a Wealth Transfer and Estate Planning Workshop hosted by Tobias Financial Advisors
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 plans. You will leave better informed and with strategies you can implement right away.
This free workshop will cover the following topics:
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How to avoid costly mistakes when you make asset transfers
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Which documents you need in place
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How taxes and other expenses could impact your plans
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What you can do now to maximize your estate plan
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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
*Continental breakfast will be served