Past Events

December 4, 2025 Happy Hour @ Toledo Pickle Co.
November 20, 2025 Education Event - Crypto & Alternatives in 401(k)s: What Trump's 2025 Executive Order Means
Scott G. Richter, CFA
October 23, 2025 Education Event - Unpacking the Tax Provisions of the OBBBA
Kurt Piwko, CPA
September 15, 2025 Annual Golf Outing @ Sylvania Country Club
September 11, 2025 Education Event - Succession Planning for Professional Service Providers
James S. Ausseum, JD, AEP
August 26, 2025 Toledo Treasures @ One SeaGate
Tedd Long
May 9, 2025 PROJECT 419 - The EVENT for Estate and Financial Planners
Headline Speakers: Eido M. Walny, JD, AEP, EPLS & Susan Rounds
April 10, 2025 Toledo Treasures @ National Museum of Great Lakes
Kate Fineske, Executive Director
March 19, 2025 Education Event - A Family Office Perspective: The Economy & Markets in 2025
Scott Richter, CFA & Andrew Wettle, CPA, CTFA
February 27, 2025 Education Event - The State of Asset Protection in Ohio
D. Bowen Loeffler, Esq.
January 23, 2025 Education Event - Tax & Estate Planning Update for 2025
Chad Gates, CPA & Ruben Becerra, CPA
November 14, 2024 Annual Meeting: Planned Giving Roundtable
October 9, 2024 Education Event - Building Success in Family Businesses
Angie Jones, MBA
September 19, 2024 Education Event - What You Need to Know About the Corporate Transparency Act & Non-Compete Agreements
Amy Luck & Kimberly Conklin
August 20, 2024 Toledo Treasures @ Toledo GROWs
Yvonne Dubielak, Executive Director
July 19, 2024 Annual Golf Outing @ Giant Oak Golf Club
June 6, 2024 Happy Hour @ Inside the Five, The Fieldhouse
April 10, 2024 Toledo Treasures @ Goodwill Industries of Northwest Ohio, Inc.
Amy Wachob; President/CEO
March 13, 2024 Education Event - "Death and Taxes: Preparing for the Sunset"
Patrick Sadowski
February 8, 2024 Happy Hour @ Urban Pine Winery
November 8, 2023 TEPC Annual Meeting @ Blarney Event Center
Robert L. DuMouchelle
October 3, 2023 Toledo Treasures/Happy Hour @ Cannaley Treehouse Village & HEAVY Wheelhouse
August 15, 2023 Toledo Treasures @ Jewish Federation & Foundation of Greater Toledo
Stephen Rothschild
June 23, 2023 Annual Golf Outing @ Belmont Country Club
May 12, 2023 Project 419 Day of Service
March 23, 2023 Education Event - "Introduction to Secure Act 2.0"
Stephen S. Keller
January 26, 2023 Happy Hour @ Shawn's Irish Tavern
November 3, 2022 Board Meeting
October 19, 2022 TEPC Annual Meeting @ TolHouse
John Mackewich, Esq.
September 14, 2022 Toledo Treasures @ Girl Scouts of Western Ohio
August 18, 2022 Board Meeting
August 11, 2022 Happy Hour @ Barr's Public House
June 24, 2022 Annual Golf Outing @ Belmont Country Club
May 19, 2022 Board Meeting
May 13, 2022 PROJECT 419
Headline Speakers: Sam Donaldson & Ed Morrow
May 12, 2022 Happy Hour @ Earnest Brew Works Downtown
March 9, 2022 Toledo Treasures @ Hospice of Northwest Ohio
February 10, 2022 Board Meeting
February 9, 2022 Education Event - "Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies"
L. Paul Hood, Jr., JD, LL.M., CFRE, FCEP
January 13, 2022 Happy Hour @ Levi & Lilac's Whiskey Room
October 20, 2021 TEPC Annual Meeting
Ginger Mlakar, Esq.
September 8, 2021 Toledo Treasures @ Genacross Lutheran Services Museum
July 30, 2021 Annual Golf Outing @ Belmont Country Club
June 3, 2021 Happy Hour @ The Blarney Irish Pub
May 5, 2021 Education Event - "Future Client and Future Advisor"
George Nichols III & Dien Yuen, JD/LLM, CAP®, AEP®
March 4, 2021 Toledo Treasures @ Maumee Valley Habitat for Humanity and ReStore
February 3, 2021 Virtual Presentation: "What Every Citizen Should Know About the US Government's Financial Statements"
Greg Anton, CPA, CGMA
October 21, 2020 TEPC Annual Meeting
Salvatore J. LaMendola
September 9, 2020 Toledo Treasures @ Habitat for Humanity
August 21, 2020 Golf Outing @ Stone Oak Country Club
June 25, 2020 Virtual Presentation: "Estate Planning Techniques in a Time of Low Interest Rates: How To Help Clients Take Advantage of this PERFECT STORM"
Robert Keebler, CPA/PFS, MST, AEP (Distinguished) & Steve Oshins, AEP (Distinguished)
June 4, 2020 Happy Hour @ Barr's Public House - THIS EVENT HAS BEEN CANCELED
May 6, 2020 Education Event - "Assisted Reproductive Technology" - THIS EVENT HAS BEEN CANCELED
Natalia Kujan Gentry
March 4, 2020 Toledo Treasures @ University of Toledo Simulation Center
February 5, 2020 Education Event - "Tax Law & Planning Trends Update"
Nic Linares, Andrew Wettle & John Dombrowski
January 9, 2020 Happy Hour @ Toledo Spirits
December 10, 2019 PNC Estate Planning Teleconference
Charles A. Redd
November 21, 2019 Collaborative Conversations in Family Financial Planning
L. Paul Hood Jr., Lee Ann DuBois, Debbie Papay, Tim Roth & Donna Bogan
October 2, 2019 TEPC Annual Meeting
James Aussem, Attorney with Cavitch Familo & Durkin
August 27, 2019 PNC Estate Planning Teleconference
Charles A. Redd
August 15, 2019 Happy Hour @ HandleBar Toledo
June 25, 2019 Estate Planning Teleconference
Charles A. Redd
June 14, 2019 Annual Golf Outing @ Stone Oak Country Club
May 22, 2019 Education Event - "Power of Attorney Risks"
Joanne Hindel
March 6, 2019 Toledo Treasures @ Cherry Street Mission
February 7, 2019 Happy Hour @ The Oliver House
January 23, 2019 Update on Social Security Benefits
Erin Thompson, Public Affairs Specialist at Social Security
November 15, 2018 A Lifetime of Family Financial Planning - An Interactive Case Study
Timothy Roth, CFP ®, Sarah Corney, Esq., Michael Landolt, ChFC, CFP ® and Louis Fahrbach
October 23, 2018 PNC Estate Planning Teleconference
Charles A. Redd
October 3, 2018 Annual Dinner
Adam Levine
September 13, 2018 Toledo Treasures
August 9, 2018 Happy Hour
June 29, 2018 Golf Outing
June 26, 2018 PNC Estate Planning Teleconference
Charles A. Redd
May 22, 2018 PNC Estate Planning Teleconference
Charles A. Redd
May 10, 2018 Project 419
Skip Fox, Dick Oshins and Jonathan Blattmachr
March 7, 2018 Heckerling Update
Bruce D. Hendryx, JD/MBA
October 4, 2017 October Annual Meeting
Wendy Gramza & Rachel Bach
August 10, 2017 Happy Hour
June 16, 2017 26th Annual Golf Outing
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