FSP Toledo Chapter – Toledo Chapter

Building Relationships and Expertise across Financial Services
Relationships, Education, Ethics in Financial Services
Building Connections, Knowledge, Success in Financial Services

Highlights

Free 30-Day Trial Membership to FSP!

Now is a great time to join! Continue reading →
Thank you to our Sponsors!

Because of the partnership of our sponsors, we are able to provide eight quality educational programs per year, two networking happy hours that are free to all professionals, and a year-end annual dinner meeting for members only. These events set … Continue reading →
Member Spotlight: Larry Tomczak

Larry Tomczak, CLU, ChFC has been a member of the Society of Financial Service Professionals for 29 years, and is a Special Care Planner with Skylight Financial Group. In an article published by Skylight Financial Group, Larry’s work with TBRIC … Continue reading →
Bob Johnson Receives Warm Welcome at Toledo Chapter

Bob Johnson, PhD, CFA, CAIA is President and Chief Executive Officer of The American College of Financial Services. Bob came to Toledo on May 18th to present an education program based on his book Invest With the Fed. His presentation was … Continue reading →
Tricia Cullop will Speak at Annual Meeting – June 5th

Tricia Cullop is the current coach of The University of Toledo women’s basketball team, who most recently celebrated a win as the 2017 MAC Tournament Championship. This is their first MAC Tournament title since 2001, and eighth in program history. On … Continue reading →

Events

Probate Litigation: How to Avoid the Family Feud
Presented by John Lewandowski, Heban, Murphee & Lewandowski, LLC. Separate fees for members ($25) and non-members ($50). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Toledo Country Club. Two hours of CE are pending approval for … Continue reading →
Trusts & Guardianships 101
Presenters TBD Separate fees for members ($25) and non-members ($50). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Venture Visionary Partners. Two hours of CE are pending approval for OH & MI Insurance, CLE, CFP, CPE … Continue reading →
Tax Planning Update for 2024
Presented by Bob Bradshaw, CPA & Ruben Becerra, CPA, William Vaughan Company. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am, @ Venture Visionary Partners. Two hours of CE … Continue reading →
Social Security & Medicare Update
Presented by Erin Thompson. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Toledo Country Club. Two hours of CE are pending approval for OH Insurance, MI Insurance, … Continue reading →
Guidelines for Professional Ethical Conduct
Presented by Tim Roth, CFP. Separate fees for members ($25) and non-members ($50). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Toledo Country Club. Two hours of Ethics CE will be provided for CFP (ending … Continue reading →

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Building Relationships and Expertise across Financial Services

Relationships, Education, Ethics in Financial Services

Building Connections, Knowledge, Success in Financial Services