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).

 

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 events
  • 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 continue offering high-quality programs while keeping membership dues low. 

 

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.