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November 2019

Collaborative Conversations in Family Financial Planning

November 21, 2019 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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We are joining with Toledo Estate Planning Council this month to create a dynamic, interactive case study that will allow attendees to learn and explore all professional pieces of the puzzle that go into a full financial and estate plan for their clients. Presented by L. Paul Hood, Jr., Lee Ann DuBois, Debbie Papay, Tim Roth and Donna Bogan. $25 for members, $85 for non-members Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country…

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January 2020

Tax Update & Estate Planning in 2020

January 16, 2020 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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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 (pending), CPE & PACE. REGISTER HERE!

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February 2020

Eldercare/Long Term Care Planning Issues

February 20, 2020 @ 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 @ Brandywine Country Club.  ONE hour of CE will be provided for OH Insurance, MI Insurance, CFP, CLE, CPE & PACE REGISTER HERE!

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March 2020

Guidelines for Professional Ethical Conduct

March 19, 2020 @ 9:00 am - 12:00 pm

UPDATE: The March 19th Ethics meeting has been CANCELED. Please stay tuned for further information on other upcoming programs. It is our intention to reschedule this valuable meeting for another date. We will post that information  as soon as it becomes available. Thank you! 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 @ Brandywine Country Club. Two hours of Ethics CE will be…

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April 2020

Digital Marketing Issues

April 23, 2020 @ 9:00 am - 11:00 am

UPDATE:  This meeting has been CANCELED. Please stay tuned for further information on other upcoming programs. 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 @ Brandywine Country Club.

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May 2020

Cybersecurity

May 21, 2020 @ 9:00 am - 11:00 am

UPDATE:  This meeting has been CANCELED. Please stay tuned for further information on other upcoming programs. Presented by Dick Eppstein - President of BBB. 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, CPE & PACE.

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June 2020

Annual Dinner Meeting

June 8, 2020 @ 5:00 pm - 8:00 pm

UPDATE:  The Annual Dinner Meeting has been CANCELED. Please stay tuned for further information on other upcoming programs. 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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September 2020

Charitable Giving & The Largest Wealth Transfer in Human History

September 17, 2020 @ 9:00 am - 10:00 am

Join us for this virtual event presented by Colin M. Slabach. Separate fees for members ($10) and non-members ($25). This virtual presentation is from 9:00 - 10:00 am via Zoom.  One hour of CE will be provided for OH Insurance, MI Insurance, CFP, CLE, CPE & PACE. REGISTER HERE!

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January 2021

Tax Planning Update for 2021

January 14 @ 9:00 am - 10:00 am

Presented by Bob Bradshaw, CPA. Separate fees for members ($10) and non-members ($25). Join us for an online virtual presentation via Zoom from 9:00 am - 10:00 am.  One hour of CE will be provided for OH & MI Insurance, CLE, CFP, CPE & PACE. REGISTER HERE!

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February 2021

STRS Ohio General Plan Summary

February 18 @ 9:00 am - 10:00 am

Presented by Tamla Cole. Separate fees for members ($10) and non-members ($25). Join us for an online virtual presentation via Zoom from 9:00 am - 10:00 am.  One hour of CE will be provided for OH Insurance, CLE, CFP, CPE & PACE.  There will be no credit given for MI Insurance for this course. Register HERE!

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