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September 2021

Free Throws for Financial Professionals with a Go-Giver Mindset

September 16, 2021 @ 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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October 2021

Federal Student Loan Debt Management Strategies

October 21, 2021 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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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!

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November 2021

Cannabis & Cryptocurrency

November 18, 2021 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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Presented by John Mackewich, Esq. & 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 CPE & PACE.  OH & MI Insurance, CLE, and CFP are all still pending approval. Register HERE!

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January 2022

Tax Update & Estate Planning in 2022

January 27 @ 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 & Ruben Becerra, CPA. 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, CPE & PACE.  CLE is still pending approval. Register HERE!

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February 2022

Social Security & Medicare Update

February 17 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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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, CPE & PACE. Register HERE!

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March 2022

Guidelines for Professional Ethical Conduct

March 17 @ 1:00 pm - 4:00 pm
Inside the Five, 5703 Main St.
Sylvania, OH 43560 United States
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Check-in and lunch begin at 12:30 pm, presentation begins at 1:00 pm @ Inside the Five, Sylvania.  Two hours of Ethics CE will be provided for CFP (ending at 3:00 pm), Three hours of Ethics CE will be provided for OH Insurance & MI Insurance (ending at 4:00 pm).  Happy Hour will follow from 4:00 pm - 5:00 pm. Register HERE!

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April 2022

Planned Giving Roundtable

April 21 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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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 (still pending), MI Insurance, CFP, CLE (all pending approval), CPE & PACE. Register HERE!

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May 2022

Project 419: The Event for Estate and Financial Planners

May 13 @ 8:30 am - 2:00 pm
One SeaGate, 1 SeaGate
Toledo, OH 43604 United States
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The Event for Estate and Financial Planners is Back! For more information, visit www.Project419Toledo.com.

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Happy Hour @ Firepit Grille

May 19 @ 4:30 pm - 6:30 pm
Firepit Grille, 7723 Aiport Hwy
Holland, Ohio 43528
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THIS EVENT HAS BEEN CANCELED. Food and beverages will be FREE to all members and guests.  A short information session will be provided by Deirdre Jones.  Please join us at Firepit Grille, 7723 Airport Hwy., May 19th from 4:30 – 6:30 pm.  All are welcome, bring your colleagues and guests!  

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June 2022

Annual Dinner

June 6 @ 5:30 pm - 8:00 pm
Glass City Pavilion, 1001 Front Street
Toledo, OH 43605 United States
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Please join us at our Annual Meeting on Monday, June 6, 2022 from 5:30-8:00pm featuring guest speaker Dave Zenk, the Executive Director of Metroparks Toledo. This event is for Members only, and there is no charge to attend (guests/spouses are $50). Register Here!  

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