Events Search and Views Navigation
March 2020
Guidelines for Professional Ethical Conduct
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…
Find out more »April 2020
Digital Marketing Issues
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.
Find out more »May 2020
Cybersecurity
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.
Find out more »June 2020
Annual Dinner Meeting
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.
Find out more »September 2020
Charitable Giving & The Largest Wealth Transfer in Human History
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!
Find out more »October 2020
Guidelines for Professional Ethical Conduct
Presented by Tim Roth & Erin Flower. Separate fees for members ($10) and non-members ($25). Join us for an online virtual presentation via Zoom from 8:00 am - 11:00 am. Two hours of Ethics CE will be provided for CFP (ending at 10:00 am), Three hours of Ethics CE will be provided for OH Insurance & MI Insurance (ending at 11:00 am). Please note: SFSP will NOT offer this course in 2021, if you need this credit to fulfill your 2-year ethics…
Find out more »November 2020
Estate Planning in the Age of COVID-19
Presented by Richard Chamberlain. 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 MI Insurance, CFP, CPE & PACE (OH Insurance & CLE are pending approval). REGISTER HERE!
Find out more »January 2021
Tax Planning Update for 2021
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!
Find out more »February 2021
STRS Ohio General Plan Summary
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!
Find out more »March 2021
Succession Planning for Family and Closely Held Businesses
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!
Find out more »