SALT: Financial Planning Part 2 of 2 – EVENT CANCELED

Darke DDTraining, Updates

Unfortunately, due to the current concern for public health and safety, all organizations involved have determined the upcoming March 18th SALT session will be canceled. At this time, future SALT Sessions remain scheduled as planned. Please check back for updates. In the meantime, here is some great information provided by the STABLE Team: Learning about STABLE Account, enrolling in an … Read More

SALT: Financial Planning Part 2 of 2 – Understanding the STABLE Account

Darke DDTraining

Our next School to Adult Life Transition (SALT) training series will be held on Wednesday, March 18th from 6:00pm – 7:30pm.  Although these training sessions are geared toward students, parents, guardians and teachers, there are many sessions that are beneficial for all.  The training is open to anyone who may benefit from the information so please share with everyone. The … Read More

Ohio STABLE Account

catapultFeatured, Training

STABLE Accounts give people with special needs more independence and financial security   What is a STABLE Account? A STABLE Account is an investment account available to eligible individuals with disabilities. STABLE Accounts are made possible by the federal Achieving a Better Life Experience (“ABLE”) Act. STABLE Accounts allow individuals with disabilities to save and invest money without losing eligibility … Read More

Training opportunity – STABLE Accounts and the new Federal ABLE Act

catapultTraining, Updates

Nicholas Hancart from Ohio Treasurer Josh Mandel’s Office will present information on the new STABLE Accounts (funded by the federal ABLE Act) to give families a closer look at what these accounts are, what they can do for your family, and how they can fit into your estate planning. Please RSVP if you plan on attending.