Next Meeting:
Wednesday, March 19, 2025
Education Event - A Family Office Perspective: The Economy & Markets in 2025
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March 19, 2025
Scott Richter, CFA & Andrew Wettle, CPA, CTFA
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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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