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February 2020

Eldercare/Long Term Care Planning Issues

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

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!

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March 2020

Guidelines for Professional Ethical Conduct

March 19 @ 9:00 am - 12:00 pm

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).

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April 2020

Digital Marketing Issues

April 23 @ 9:00 am - 11:00 am

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.

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May 2020

Cybersecurity

May 21 @ 9:00 am - 11:00 am

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.

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June 2020

Annual Dinner Meeting

June 8 @ 5:00 pm - 8:00 pm

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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