Camelot Fall Advisor Series

november 8th & 9th

Camelot Portfolios Headquarters / 1700 Woodlands Drive, Maumee, Ohio 43537




Wednesday November 8th

9:30AM: Guided Tour of Museum - Toledo Museum of Art (2445 Monroe St, Toledo, OH 43620)

11:00AM Session 1 - Camelot Update: Matthew Moses

12:00PM: Lunch 

1:00PM: Glass Blowing Demonstration

2:15PM: Session 2 - Strategies Update: Darren Munn

3:30PM: Session 3 - What We're Learning About Practice Management: David Munn

5:00PM: Event concludes for the day

6:00PM: Join the Camelot Staff for dinner

Thursday November 9th

8:30AM: Breakfast at Camelot Headquarters

9:15AM: Session 4 - Giving More with Less: Matthew Moses & Laura Noble Walker

10:30AM Break

10:45AM: Breakouts -                                                               Best Practices: David Munn                                                 Giving More with Less: Matthew Moses & Laura Noble Walker

12:00PM: Lunch

12:30PM: Fourtress Portfolios: Darren Munn

1:45PM: Max Lambdin: Cherry St. Mission Ministries

3:00PM - 5:00PM: Individual Appointments with Camelot Staff (please schedule in advance)

PLEASE NOTE: Camelot will cover the cost of one night's lodging, any event meals, and dinner & entertainment on Wednesday night November 8th. 

Event Registration Form

Name *
Shall we reserve you a complimentary hotel for Wednesday November 8th? *
Will anyone be traveling with you? *
Will you be joining us for dinner on Wednesday November 8th? *
Would you like to participate in the guided museum tour on Wednesday November 8th? *