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Ohio Governor Mike DeWine has made the following appointment:

Derek L. Graham of Dublin (Franklin Co.) has been appointed to the STABLE Account Program Advisory Board for a term beginning January 1, 2024, and ending December 31, 2027.

UPCOMING EDUCATIONAL OPPORTUNITIES - REGISTER TODAY!

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SECURE 2.0 ACT -
How Does It Affect You
and Your Retirement
Account Beneficiaries?

The SECURE 2.0 Act made quite a few enhancements to clarify the original legislation.

Several of the key enhancements are summarized in our most recent blog post and will be covered in greater detail during our webinar with Attorney Bill Root on February 8, 2024.

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