Ohio

October 6, 2009 (8:00 a.m. – 3:00 p.m.)

The Financial Planning Association of Northwest Ohio is partnering with the Toledo Estate Planning Council and the Toledo Chapter of the Society of Financial Service Professionals to host FPA's Annual Symposium on October 6 in Toledo, Ohio. Estate and financial planning professionals will come together for a day packed with relevant top-notch topics presented by industry experts. Topics include loan regime split dollar, tax update, estate planning for special needs, indices as lenses, setting the stage for attribution, trusted IRAs, and identity theft. The program curriculum is geared for financial planning professionals; however the event it is open to the public. Cost to participate is $85 and includes breakfast, five programs and lunch. Contact Mary Ann Pontius or call 419.381.1717 to reserve your spot!

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