Loading Events

Upcoming Events › Events

Events Search and Views Navigation

Event Views Navigation

October 2021

Federal Student Loan Debt Management Strategies

October 21 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
+ Google Map

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

November 18 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
+ Google Map

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

January 20, 2022 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
+ Google Map

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

February 17, 2022 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
+ Google Map

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

March 17, 2022 @ 9:00 am - 12:00 pm
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
+ Google Map

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!

March 29, 2022 @ 8:00 am - April 3, 2022 @ 5:00 pm

2022 Cruise Save the Date Flyer

Find out more »

April 2022

Planned Giving

April 21, 2022 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
+ Google Map

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

May 13, 2022

This is a joint event presented in conjunction with other local associations. For more information, visit www.Project419Toledo.com.

Find out more »
+ Export Events