Events Search and Views Navigation
September 2022
Exit Planning for Financial Service Professionals
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.
Find out more »October 2022
Blended Families
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.
Find out more »November 2022
Interactive Case Study
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.
Find out more »January 2023
Tax Update
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.
Find out more »February 2023
Guidelines for Professional Ethical Conduct
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).
Find out more »March 2023
April 2023
May 2023
June 2023
Annual Dinner
Guest Speaker and location TBD
Find out more »