The Toledo Estate & Financial Planning Council (TEFPC) is a multidisciplinary, nonprofit organization whose purpose is to provide informed guidance and education in the creation, conservation and distribution of estates; to increase public understanding of the need for competent estate planning; and to promote cooperation and foster a better understanding of the proper relationship among estate planning specialists from different disciplines. TEFPC is affiliated with The National Association of Estate Planners & Councils (NAEPC).

 

In the upcoming months, TEFPC is expanding its programming to include:

  • Six yearly continuing education events
  • A variety of happy hour/networking/social events including a Golf Outing and Annual Dinner
  • Toledo Treasures event
  • Biennial Project 419 (all day education event)​

NAEPC offers a variety of Webinar programs on current Estate Planning topics, and holds an annual 2-day Estate Planning Conference.  Please take a look at the Events page for details.

 

We would like to thank our sponsors for their partnership and support. Sponsorships are vital to allow us to contiue offering high-quality programs while keeping membership dues low.   Thank you, once again, to the Greater Toledo Community Foundation for being our 2024 Headline Sponsor! 

 

 

 

 

 

 

 

 

 

 

   

Check out the photo galleries to see pictures of past Golf Events!

 

Please contact us with any questions or concerns about TEFPC membership, our events, sponsorships or this website. We welcome your feedback!

 

 

 

 

 

 

 

Toledo Estate & Financial Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.