Tobias Financial

JANUARY 25, 2023

She will address innovative ideas regarding today’s most important tax and estate planning issues. She will address innovative ideas regarding today’s most important tax and estate planning issues. The event is created to benefit professional advisors who aim to better serve their clients.

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Tobias Financial

APRIL 26, 2022

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 3 rd at 12:10 PM EST. . To register for the event in person, email: ljacquett@cfbroward.org .

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Wealth Management

DECEMBER 18, 2023

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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Tobias Financial

JANUARY 7, 2024

The Professional Advisors Council is a distinguished group of tax and estate attorneys, accountants, and financial advisors who recognize the integral role philanthropy plays in estate planning. Marianela’s involvement with the PAC spans several years.

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