Foundation hosts professional advisor seminar

May 15, 2017

(Pictured: Attorney Jack Stewart)

An Elder Law Seminar for attorneys, accountants, certified financial planners and other professional advisors will be held Wednesday, June 7 at Ed Picken’s Café on Main from 11:45 to 1 p.m. The educational class is sponsored by the Richland County Foundation.    

Attorney Jack Stewart, who specializes in elder law, estate planning and business law, will present strategies for professionals to assist their clients. The seminar will cover a variety of topics including Medicaid planning, special needs trusts, Ohio estate recovery, and Veterans’ benefits. 

Stewart earned a Bachelor of Science degree in Business Administration from the University of Dayton and a Juris Doctor degree from Cleveland State University/Cleveland-Marshall College of Law. He also completed the Denver College of Financial Planning Program and is a Certified Financial Planner ®. In addition, Stewart is certified as an Elder Law Attorney by the National Elder Law Foundation and is a Certified Public Accountant.

Stewart’s professional experience includes a national accounting firm, manager of Richland Bank’s Trust Department and an associate at a law firm where he practiced estate planning and administration, personal financial planning, taxes and corporate business law. 

Attorneys, CPAs and Certified Financial Planners can earn one continuing education credit hour. The lunch and seminar are free. Seating is limited and a RSVP is required by June 2. Please call the Richland County Foundation at 419-525-3020.

 

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