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September 2022

Exit Planning for Financial Service Professionals

September 22 @ 9:00 am - 11:00 am

Presented by Jim Aussem, Cavitch Familo & Durkin. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am, location TBD.  Two hours of CE are pending approval for OH Insurance, MI Insurance, CLE, CFP, CPE & PACE.

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October 2022

Blended Families

October 20 @ 9:00 am - 11:00 am

Presented by L. Paul Hood, Jr., Paul Hood Services. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am, location TBD.  Two hours of CE are pending approval for OH Insurance, MI Insurance, CLE, CFP, CPE & PACE.

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November 2022

Interactive Case Study

November 10 @ 9:00 am - 11:00 am

Moderated by R. Seth Hudson, New York Life. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am, location TBD.  Two hours of CE are pending approval for OH Insurance, MI Insurance, CLE, CFP, CPE & PACE.

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January 2023

Tax Update

January 26, 2023 @ 9:00 am - 11:00 am

Presented by Bob Bradshaw, 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, location TBD.  Two hours of CE are pending approval for OH Insurance, MI Insurance, CLE, CFP, CPE & PACE.

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February 2023

Guidelines for Professional Ethical Conduct

February 16, 2023 @ 9:00 am - 12:00 pm

Presented by Tim Roth, Engler Garrow & Roth. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ location TBD. Two hours of Ethics CE will be provided for CFP (ending at 11:00 am), Three hours of Ethics CE will be provided for OH Insurance & MI Insurance (ending at noon).

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March 2023

Topic TBD

March 16, 2023 @ 9:00 am - 11:00 am
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April 2023

Topic TBD

April 20, 2023 @ 9:00 am - 11:00 am
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May 2023

Topic TBD

May 18, 2023 @ 9:00 am - 11:00 am
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June 2023

Annual Dinner

June 5, 2023 @ 5:30 pm - 8:00 pm

Guest Speaker and location TBD

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