Our Team In The News

September 16, 2019

Patricia J. Schraff answers the question: “How Do I Set Up A Trust For My Special Needs Family Member In Ohio?”

Creating a special needs trust can be an important way to protect the financial future of a disabled family member. Click here to read Patricia’s complete answer.

September 3, 2019

John Thomas speaks at Retirement 101 Seminar

John Thomas will be speaking at a Seminar entitled Retirement 101 on October 2nd and 3rd at Grand River Cellars, 5750 S. Madison Rd., Madison, OH 44057. 

August 11, 2019

Lindsay C. Jones, Ohio NAELA Chapter Member of the Year 2019

It is our pleasure to announce that Lindsay C. Jones has been chosen as the Ohio NAELA Chapter Member of the Year award, for 2019. This is the first year that this honor has been awarded in Ohio, and that decision was based on several factors – including leadership, character, and a dedication to advocacy efforts (at both the state and federal level). Congratulations!

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