When

Thursday, March 19, 2020 from 9:00 AM to 12:00 PM EDT
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THANK YOU TO OUR SPONSORS:

                       

        

If you would like your company name represented here, please become a Toledo Chapter sponsor!  Ask Abbey for details (see contact info below).

Contact

Abbey Riley 
Envision Management 
419-764-4387 
abbey@envision-mgmt.com 
 

The Society of Financial Service Professionals,

Toledo Chapter is pleased to present:

"Guidelines for Professional Ethical Conduct"

 presented by Tim Roth, CFP & Erin Flower, CFP

The presentation is on Thursday, March 19, 2020.  Breakfast and registration will begin at 8:30 am, and 3 hours of CE will be from 9:00 - 12:00 pm. CE credits for OH Insurance, MI Insurance, CPE, PACE and CFP (2 hours) will be provided (no CLE credits available).  Please note: SFSP will NOT offer this course in 2021, if you need this credit to fulfill your 2-year ethics requirement, make sure to attend this course!

SFSP Members - $25

Non-Members - $85

Students - $15

Click here for additional program information and outline.

ATTENDANCE POLICY: No refunds will be given unless you cancel prior to 5 business days before the event. No shows on the morning of the event will be invoiced.

Where

Brandywine Country Club 
6904 Salisbury Rd.
Maumee, OH 43537
 

 
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