Next Meeting:
Thursday, February 27, 2025
Education Event - The State of Asset Protection in Ohio
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February 27, 2025
D. Bowen Loeffler, Esq.
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March 19, 2025
Education Event - A Family Office Perspective: The Economy & Markets in 2025
Scott Richter, CFA & Andrew Wettle, CPA, CTFA
April 10, 2025
Toledo Treasures @ National Museum of Great Lakes
Kate Fineske, Executive Director
May 9, 2025
PROJECT 419 - The EVENT for Estate and Financial Planners
Headline Speakers: Eido M. Walny, JD, AEP, EPLS & Susan Rounds
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