TOLEDO ESTATE & FINANCIAL PLANNING COUNCIL

February 27, 2025

Education Event - The State of Asset Protection in Ohio

D. Bowen Loeffler, Esq.

See Event Details

March 19, 2025

Education Event - A Family Office Perspective: The Economy & Markets in 2025

Scott Richter, CFA & Andrew Wettle, CPA, CTFA

See Event Details

April 10, 2025

Toledo Treasures @ National Museum of Great Lakes

Kate Fineske, Executive Director

See Event Details

May 9, 2025

PROJECT 419 - The EVENT for Estate and Financial Planners

Headline Speakers: Eido M. Walny, JD, AEP, EPLS & Susan Rounds

See Event Details