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April 2019

The Advisor’s Guide to Reverse Mortgages in Retirement Income Planning

April 25, 2019 @ 8:30 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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Presented by Don Graves, RICP. 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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May 2019

Happy Hour @ Rosie’s Italian Grille

May 9, 2019 @ 5:00 pm - 7:00 pm
Rosie’s Italian Grille, 606 N McCord Rd.
Toledo, OH 43615
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Please join us for FREE drinks and appetizers at Rosie's Italian Grille, located at 606 N McCord Rd., May 9 from 5 - 7 pm.  All are welcome, bring your colleagues and guests! REGSITER HERE!

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Estate Planning – What to do with the Guns & other Collectibles

May 16, 2019 @ 8:30 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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Presented by David Coy, CPA and Paul Croy, 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, CPE & PACE. Register Here!

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June 2019

Annual Dinner Meeting

June 10, 2019 @ 5:30 pm - 8:00 pm
Georgio’s Cafe International, 426 N Superior St.
Toledo, OH 43604 United States
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Join us from 5:30 - 8:00 pm at Georgio's Cafe International. This event is for Members only, and there is no charge to attend (guests/spouses are $50). Our guest speaker will be President & CEO of the Toledo Alliance for the Performing Arts Zak Vassar. Register NOW!

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September 2019

Social Security Benefits: Updates on Retirement, Survivor & Medicare

September 12, 2019 @ 8:00 am - 10:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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Presented by Erin Thompson, Public Affairs Specialist at the Social Security Administration. Separate fees for members ($25) and non-members ($85). Breakfast and check-in begin at 7:30 am, presentation begins at 8:00 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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October 2019

The Top Ten Ways to Mitigate Financial Loss in Divorce

October 17, 2019 @ 9:00 am - 11:00 am
Brandywine Country Club, 6904 Salisbury Rd.
Maumee, OH 43537 United States
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Presented by Natalia K. Gentry, 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(pending), MI Insurance, CFP, CLE, CPE & PACE. Register Here!

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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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