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Date:
August 28, 2018
Time:
6:30 PM - 8:30 PM
Location:
Hamilton County DD Services Kingsley Center
Address:
5093 Kingsley Drive
Cincinnati, OH 45227
Contact:
513-559-6814
Email:
Cost:
Free, must register online
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Trusts and STABLE Accounts: What Families Need to Know

Tuesday, August 28, 2018

This free session offers an opportunity for families to learn about special needs trusts: Are they right for our family? What are some things to consider about trusts? What are pooled trusts and what benefits do they offer? How can a Stable Account be used in combination with a trust? Presenters include Barry Jamieson, CFP®, MA, a financial planner for CMP Financial Planning, and Laura Drake, Esq., Southern Ohio Associate Director for the Community Fund Management Foundation. To register, visit: www.hamiltondds.org/trusts. Questions? Contact: dawn.freudenberg@hamiltondds.org.