Abbey Riley
Toledo Estate Planning Council
419-764-4387
abbey@envision-mgmt.com
Please join us as at our Annual Meeting on Wednesday, October 21, 2020
Sal LaMendola, Esq. presents: "SECURE Act: Addressing Important Changes to Estate Planning for Retirement Plans"
4:30 pm - 6:00 pm: Presentation (can be viewed virtually or in person)
6:00 pm - 7:00 pm: Happy Hour including drinks and heavy appetizers on outdoor patio, weather permitting
@ TDC Life offices, 1440 Arrowhead Rd., Maumee
1.5 hours of CE credit will be provided for CLE (pending), CFP, CPE and PACE. 1 hour of CE credit will be provided for OH Insurance (pending).
Click here for speaker bio, additional program information and outline.
FREE for TEPC Members who renew their membership (annual $100 fee), $25 for all others
You may also renew your membership without registering for this event.
ATTENDANCE POLICY: No refunds will be given unless you cancel prior to 5 business days before the event. No shows on the day of the event will be invoiced.