Questions About The Secure Act? You're Not Alone

Questions About The Secure Act?

Are you looking to gain a better understanding of the recently-passed Secure Act and how it will impact your retirement account and beneficiaries ?

Join us at this free estate planning program in Worthington on February 18th at 6:00 p.m. You'll find out more about this new law, and get answers to some of the most commonly asked estate planning questions.

Space is limited. Register today!

Bill Passes the Torch

Last month marked a significant change on the Ohio State campus, as Bill Root wrapped up a 20+ year career as a lecturer of Estate Planning. To this day, his former students often reach out to him to reconnect after they've started their families and careers.

Bill was excited to be able to "keep it in the family" and pass this important job on to his partner, Logan Philipps . Every Monday night during the school year, Logan spends time with future estate and financial planning professionals to continue the strong tradition of excellence Bill established over the last two decades.

Do You Know About Dublin City Schools' PATHS Program?

We saw PATHS students in action on a recent visit to Emerald Campus.

The students were working in many areas, including this station where packets are assembled for Goldfish Swim School.

PATHS ( P ostsecondary A ccess to T ransition after H igh S chool) students are young adults with disabilities who have completed four years of high school and have opted for continuing skill development and training.

The students work on a variety of in-house projects for restaurants, churches, animal shelters, independent business consultants, corporate offices and non-profit organizations.

Learn how your business can work with the PATHS team to help create future opportunities and success with employment, education and independent living.

LEARN MORE ABOUT THE PATHS PROGRAM