Upcoming Events


 


 

 Previous Events:

Tuesday, November 2, 2011
Topic:      Annual Symposium 

Tuesday, May 17, 2011
Speakers: Brenda Ray, CPA, JD - Lyden, Liebenthal & Chappell, Ltd.
               Rex Decker, CPA - Sobb Roberts
               Topic:      2011 Tax Panel
 

Thursday, March 17, 2011
Speaker:  Tracy Oishi, ChFC, CLU
Topic:      Ohio/Michigan Insurance & CFP® Ethics



Tuesday, February 8, 2011
Speaker:  Michael Miller, CPA, PFS, CFP, ChFC, CLU, Sigma Financial Corporation 
Topic:      Due Diligence Process for Non-Correlated Assets


Wednesday, December 15, 2010
Speaker:  Mitch Stapley, Chief Fixed Income Officer for Fifth Third Bank Asset Management
Topic:       Looking out the Front Window 


Tuesday, October 19, 2010 - see pictures of this event
Topic:       Annual Symposium
                Joint with the Toledo Estate Planning Council (TEPC) and the Society of
                Financial Services Professionals (SFSP)

Date: Tuesday, September 21, 2010
Speaker:    Maribeth Kuzmeski, Red Zone Marketing, Chicago IL
Topic:        The New Normal for Advisor Business Growth: What's Working for Top Producers Right Now?

Date: Tuesday, May 11, 2010
Speakers: Brenda Ray, CPA, JD - Lyden, Liebenthal & Chappell, Ltd.
               Rex Decker, CPA - Sobb Roberts
               Dave Bowland, CPA - Ernst & Young
               Gloria Sheline (Moderator)
Topic:      2010 Tax Panel

 

 

 

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