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Special Needs Planning Workshop with the Ohio Treasurer’s Office (New Albany)
April 5, 2018 @ 6:30 pm - 8:30 pm
Jim Bernholtz, STABLE Account Outreach from the Office of the Ohio Treasurer of State, will provide a review of Ohio’s STABLE Account features, benefits and eligibility. Logan Philipps, Attorney with Resch, Root & Philipps, LLC, will talk about how the Ohio STABLE Account and how it works in conjunction with trusts as part of a special needs plan.
This program is FREE to the public, but registration is required. Limited seating available. Reserve your spot today!
The event will be held at the Columbus Public Library – New Albany Branch, 200 Market St. in New Albany.