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February 2020
Eldercare/Long Term Care Planning Issues
Presented by Bridgett Root, Attorney, Tim Mickiewicz, CLTC & Chris Wholehan. 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. ONE hour of CE will be provided for OH Insurance, MI Insurance and CLE are still pending, CFP, CPE & PACE have been approved. REGISTER HERE!
Find out more »March 2020
Guidelines for Professional Ethical Conduct
Presented by Tim Roth & Erin Flower. 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 »April 2020
Digital Marketing Issues
Presented by Solange Randolph, Senior Director of Marketing - FMG Suite. 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 will be provided for OH Insurance, MI Insurance, CFP, CLE, CPE & PACE.
Find out more »May 2020
Cybersecurity
Presenter TBA. 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 will be provided for OH Insurance, MI Insurance, CFP, CLE, CPE & PACE.
Find out more »June 2020
Annual Dinner Meeting
This event is for Members only, and there is no charge to attend (guests/spouses are $50). Our guest speaker will be Keith Burwell, President of the Toledo Community Foundation. Location TBD.
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