When

Thursday, May 10, 2018 from 7:30 AM to 3:30 PM EDT
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Where

Renaissance Toledo Downtown Hotel 
444 N Summit Street
Toledo, OH 43604
 

 
Driving Directions 

Additional Info - Contact:

Abbey Riley
The Association Office
419-764-4387
project419toledo@gmail.com

Presented By:

  • Toledo Area Partnership for Philanthropic Planning
  • Toledo Estate Planning Council
  • Society of Financial Service Professionals, Toledo Chapter
  • National Association of Insurance and Financial Advisors, Toledo

 

 

 

Project 419 is a day-long educational conference for estate and financial planning professionals doing business throughout Ohio, Michigan and Indiana.  

The event features nationally acclaimed planning speakers Skip Fox, Dick Oshins and Jonathan Blattmachr, who will be presenting on some of the most pressing estate and financial planning issues of the day.  Attendees may also choose one breakout session, featuring Chris Kelly, Terry Stanaland or Tom Commito.  The ticket price includes continental breakfast, buffet lunch, access to exhibitors and 4-5 hours of Continuing Education, pending approval for OH Insurance, MI Insurance, CLE, CFP, CPE and PACE.

TICKET PRICES

$185 Non-member

$165 Member*

*Members of the presenting organizations (listed below) receive discounted tickets to Project 419.  

  • Charitable Gift Planners (CGP)
  • Society of Financial Service Professionals (Society of FSP)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Any Estate Planning Council affiliates.

Visit www.Project419Toledo.com for additional information on speakers, event schedule, venue information and more!

Persons with Disabilities or Dietary Restrictions are asked to contact Abbey Riley (419-764-4387) no later than 7 days prior to the event to make special arrangements. Walk-In Registrations are permitted on a space-available basis.  Cancellation Policy:  In order to receive a refund, you must notify The Association Office by May 1, 2018.  After May 1, 2018, a $30 handling fee will be assessed.  No refunds will be issued after May 1, 2018.  Current sitting state court judges (limit 40) attend free and must complete the registration form or call 419-764-4387 to register.