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Society of Financial Service Professionals Events

Here's what we've been working on...

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Social Security Benefits: Updates on Retirement, Survivor & Medicare

Presented by: Erin Thompson

Thursday, February 15, 2024, 9:00-11:00 (8:30 breakfast/networking) 

@ Toledo Country Club

Register Here!

Guidelines for Professional Ethical Conduct

Moderated by: Tim Roth & Matt Garrow

Thursday, March 21, 2024, 9:00-12:00 (8:30 breakfast/networking) 

@ Toledo Country Club

Medicaid & VA Update: What You Should Know to Assist Your Clients

Presented by: Allison McMeechan

Thursday, April 18, 2024, 9:00-11:00 (8:30 breakfast/networking) 

@ Toledo Country Club

Retirement Plan Distributions and Nuances; How to Structure Plans and Achieve the Best Tax Consequences for Clients

Presented by: Bridgett Root

Thursday, May 16, 2024, 9:00-11:00 (8:30 breakfast/networking) 

@ Toledo Country Club

Annual Meeting

Topic and Location TBD

Monday, June 3, 2024

 

 

 

 

 

 

Registration links will be available one month prior to event date.

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