Past Events

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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