May 10, 2018
444 N Summit St, Toledo, OH 43604
Dick Oshins, Skip Fox, Jonathan Blattmachr
Project 419 2018 Countdown
About Project 419
Project 419 began as a partnership between four local professional organizations, and has evolved into a day-long educational conference for estate and financial planning professionals doing business throughout Ohio, Michigan and Indiana.
The event features nationally acclaimed speakers who present on the most pressing planning issues in an atmosphere and style that promises much more than your typical industry conference.
The Project 419 in 2016 was a categorical success with Natalie Choate, Steve Leimburg, and many other renown speakers presenting to over 300 attendees.
The next Project 419 is scheduled for May 10, 2018, and it promises to outshine the first event in nearly every way imaginable.
Become a Sponsor
Project 419 is now seeking out companies to partner with us for our May 2018 Event.
Please email Abbey Riley at firstname.lastname@example.org for sponsorship information.
Our Title Sponsor
Imagine having a team of experts in private banking, investments, insurance, and trust and estate administration working together in one place, communicating with you through a single point of contact, focused on understanding and meeting your needs.
Project 419 brings together experts and industry leaders from across the nation to present on the most pressing issues in the areas of Tax, Estate Planning, Insurance, Retirement Benefits, Planned Giving and Business Succession.
This year’s Project 419 features:
Charles D. “Skip” Fox IV
Partner and Chair of the Tax and Employee Benefits Department at McGuire Woods LLP
Richard A. Oshins, AEP
Attorney at Law at Oshins & Associates, LLC
Jonathan G. Blattmachr
Director of Estate Planning for Peak Trust Company, Director of Pioneer Wealth Partners, LLC
Breakout Speakers & Conference Agenda
7:30 – 8:15
Registration, Continental Breakfast
8:30 – 10:00
“Tales From the Crypt (A Review of Past Mistakes by Lawyers, Accountants, Trust Officers, Insurance Professionals, Financial Planners & Others)”
10:15 – 11:00
A Preview of the Afternoon Sessions – Highlights from Each Speaker
11:00 – 12:00
“Designing the Perfect Trust”
12:00 – 1:00
1:00 – 2:00
Breakout Sessions [Choose One]
“Blended Gift Planning is Strategic & Impactful”
“Remaining Relevant in a World Without Estate Tax: A Survival Guide for Estate Planning Professionals”
“Business Planning is the New Estate Planning”
2:10 – 3:30
“The Key to Building Wealth: Tax Free Compounding and How to Achieve It”
The Renaissance Hotel in Toledo is one of the newest gems of the city. The recent complete renovation has filled the 12-story hotel with local flavor, using the décor and hotel features to give it a distinctly Toledo feel. Artwork and everyday items throughout the hotel celebrate Toledo’s history, heritage, and culture, from the glasswork, to the auto industry, and even the M*A*S*H* TV show. The result is a clever, urban, industrial feel that welcomes guests and gives much to admire upon stepping through the doors. The 10,800-square-foot ballroom will be a unique and polished backdrop for Project 419. The Brim House restaurant and The Heights rooftop bar are also not to be missed.