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Next Meeting:

Thursday, August 13, 2026

Happy Hour @ Toledo Pickle Co.

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Toledo Estate & Financial Planning Council

TOLEDO ESTATE & FINANCIAL PLANNING COUNCIL

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Jason Harris, CEPA®, NQPC, CPFA®

Insurance Professional
Financial Planner
Wealth Transfer
Investment Management
Financial Advisor
Equitable Advisors
3450 W. Central Ave
Suite 240
Toledo, OH 43606
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Phone: 419-531-7131
Fax: 419-531-1761
Cell: 419-705-6580
Send a Message to Jason Harris
Website: www.jasonharrisfa.com

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UPCOMING EVENTS

August 13, 2026

Happy Hour @ Toledo Pickle Co.

See Event Details

September 24, 2026

Education Event - Life Insurance: Tips, Trends & Techniques

Raymond Nash, Heirmark

See Event Details

October 22, 2026

Education Event - Charitable Giving/Planned Giving Panel Discussion

TBD

See Event Details

November 19, 2026

Education Event - Social Security Benefits: Updates on Retirement, Survivor & Medicare

Erin Thompson

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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