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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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March 2021

Succession Planning for Family and Closely Held Businesses

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

Presented by Jim Aussem, JD, AEP. 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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April 2021

Planning for Persons with Disabilities

April 22 @ 9:00 am - 10:00 am

Presented by Chris Steiner. 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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May 2021

Planning for Your Legacy: Passing on the Family Cabin

May 20 @ 9:00 am - 10:00 am
Online via Zoom

Presented by David Ness. 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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June 2021

Annual Dinner Meeting

June 14 @ 5:30 pm - 8:00 pm
The Pinnacle, 1772 Indian Wood Circle
Maumee, OH 43537 United States
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This event is for Members only, and there is no charge to attend (guests/spouses are $45). Our guest speaker will be Pat Bowe, President & CEO of the Andersons. Register HERE!

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September 2021

Happy Hour @ Toledo Spirits

September 9 @ 5:00 pm - 7:00 pm
Toledo Spirits, 1301 N. Summit Street
Toledo, OH 43604 United States
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Food and select beverages will be FREE to all members and guests.  Additional beverages will be available for purchase.  Please join us at Toledo Spirits, 1301 N Summit St., September 9th from 5 – 7 pm.  All are welcome, bring your colleagues and guests! Register Here!

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Free Throws for Financial Professionals with a Go-Giver Mindset

September 16 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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Presented by Mike McGlothlin. There is no fee to attend this program. This will be an online presentation via Zoom.  ONE hour of CE will be provided for OH & MI Insurance, CLE (still pending approval) CPE & PACE.  There will be NO CFP CREDIT offered for this course. Register Here!

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