Latest Past Events

Annual Dinner

TolHouse 1447 N Summit St., Toledo

Please join us at our Annual Meeting on Monday, June 5, 2023 from 5:30-7:30pm @ TolHouse, featuring guest speaker Lori Hauser, CEO of Imagination Station. There is no charge for members to attend (guests/spouses are $50 each). Register Here!  

Scholar’s Edge 529 Education Planning with 529 Plans

Venture Visionary Partners 5520 Monroe Street, Sylvania

Presented by Rob Tirrell, Principal Financial Group. 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 have been approved for OH Insurance, … Continue reading

Estate Planning for Ohioans Living in Florida

Skylight Financial Group 7150 Central Ave., Toledo

Presented by Sarah Corney, RCO Law. Separate fees for members ($25) and non-members ($50). Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Skylight Financial Group.  Two hours of CE are pending approval for OH Insurance, MI … Continue reading