The Event for
Estate and
Financial Planners

May 10, 2018 | Renaissance Hotel Downtown Toledo
Event Details

May 10, 2018
Renaissance Toledo
444 N Summit St, Toledo, OH 43604

Features Speakers:
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.

Our Speakers

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

Charles D. “Skip” Fox IV

Partner and Chair of the Tax and Employee Benefits Department at McGuire Woods LLP

Richard A. Oshins, AEP

Richard A. Oshins, AEP

Attorney at Law at Oshins & Associates, LLC

Jonathan G. Blattmachr

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
Exhibitors

8:30 – 10:00
Skip Fox
“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
Dick Oshins
“Designing the Perfect Trust”

12:00 – 1:00
Lunch

1:00 – 2:00
Breakout Sessions [Choose One]
Chris Kelly
“Blended Gift Planning is Strategic & Impactful”
Terry Stanaland
“Remaining Relevant in a World Without Estate Tax: A Survival Guide for Estate Planning Professionals”
Tom Commito
“Business Planning is the New Estate Planning”

2:10 – 3:30
Jonathan Blattmachr
“The Key to Building Wealth: Tax Free Compounding and How to Achieve It”

Conference Venue

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.

Renaissance Toledo 444 N Summit St, Toledo, OH 43604