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October 2021
Federal Student Loan Debt Management Strategies
Presented by Allison Hoyt, JD, CLU®. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. Two hours of CE will be provided for CFP, OH & MI Insurance, CLE, CPE & PACE. Register HERE!
Find out more »November 2021
Cannabis & Cryptocurrency
Presented by John Mackewich & Max Sikorski. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. Two hours of CE will be provided for OH & MI Insurance, CLE, CFP, CPE & PACE (all pending approval). Registration link will be available 30 days prior to program date.
Find out more »January 2022
Tax Update & Estate Planning in 2022
Presented by Bob Bradshaw, CPA & Richard Chamberlain, Attorney. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. Two hours of CE will be provided for OH Insurance, MI Insurance, CFP, CLE (all pending approval), CPE & PACE. Registration link will be available 30 days prior to program date.
Find out more »February 2022
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 @ Brandywine Country Club. Two hours of CE will be provided for OH Insurance, MI Insurance, CFP, CLE (all pending approval), CPE & PACE. Registration link will be available 30 days prior to program date.
Find out more »March 2022
Guidelines for Professional Ethical Conduct
Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. 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). Registration link will be available 30 days prior to program date.
Find out more »2022 Financial CoNEXTion Educational Cruise – Save the Date!
2022 Cruise Save the Date Flyer
Find out more »April 2022
Planned Giving
Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. Two hours of CE will be provided for OH Insurance, MI Insurance, CFP, CLE (all pending approval), CPE & PACE. Registration link will be available 30 days prior to program date.
Find out more »May 2022
Project 419: The Event for Estate and Financial Planners
This is a joint event presented in conjunction with other local associations. For more information, visit www.Project419Toledo.com.
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