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Events

With more than 30 years of legal service, we appreciate and enjoy the opportunity to share our insights with communities within central Ohio and beyond.

Our attorneys frequently speak at seminars on estate planning, educating lawyers, accountants, financial advisers, insurance professionals and others within the legal and financial community.

We offer educational seminars as well as seminars provided for the benefit of professional groups. Want to host an event or seminar? Please contact Jen Crabtree at 614.923.5761.

Date Topic / Event Location/Time
December 27, 2017

Planning and Preparing for Long-Term Care

Time: 1:00 PM
Hilliard Library
December 19, 2017

NBI Seminar: Special Needs Trusts

Time: 9:00 AM
December 18, 2017

NBI Seminar: Medicaid-Planning Trusts

Time: 3:15 PM
December 12, 2017

Elder Care Planning

Time: 6:00 - 7:30 PM
Worthington Recreation Center
345 E. Wilson Bridge Rd
December 8, 2017

Planning and Preparing for Long-Term Care

Time: 1:00 PM
Whetstone Library
December 6, 2017

Estate Planning and Child Protection Trusts
Zimmerman Boltz & Co. Staff Presentation


December 5, 2017

Estate Planning for Families of Children with Special Needs

Time: 6:00 - 7:30 PM
Worthington Recreation Center
345 E. Wilson Bridge Rd
November 28, 2017

Child Protection Trusts

Time: 6:00 - 7:30 PM
Worthington Recreation Center
345 E. Wilson Bridge Rd
November 15, 2017

Planning and Preparing for Long-Term Care

Time: 1:00 PM
Karl Road Library 
November 14, 2017

Selecting A Guardian for Your Child

Time: 6:00 - 7:30 PM
Worthington Recreation Center
345 E. Wilson Bridge Rd. 
November 9, 2017

Planning and Preparing for Long-Term Care

12:30 PM
New Albany Library
November 5, 2017

Special Needs Planning Presentation

1:00 PM
Prince of Peace Church
5475 Brand Rd.
Dublin, Ohio 43017
November 2, 2017

Planning and Preparing for Long-Term Care and Medicaid Eligibility

Civista Bank
November 2, 2017

Special Needs Planning and STABLE Account Presentation with the Ohio Treasurer's Office and ECRN+

6:30 - 8:30 PM.
Westland Area Library
4740 W. Broad St.
Columbus, Ohio 43228
November 1, 2017

Parkinson's Support Group
Elder Law: Long-Term Care Planning

Westerville Senior Center
October 27, 2017

Elder Law Presentation to Grandview Heights Senior Center

Time: 12:00 - 1:00 PM
1515 W. Goodale Blvd.
October 25, 2017

Transition Night Resource Fair 

Time: 5:30 - 7:30 PM
Worthington Kilbourne H.S.
October 17, 2017

Special Needs Planning and STABLE Account Presentation with the Ohio Treasurer's Office

Time: 6:00 - 8:00 PM
Wyandotte County Board of Developmental Disabilities at Angeline School & Industries
October 12, 2017

Special Needs Planning Presentation

Time:  6:00 PM - 8:00 PM
Childhood League Center
674 Cleveland Ave.
Columbus, Ohio 43215
October 6, 2017

Special Needs Planning Presentation

Time:  1:00 - 1:45 PM
ECOT
3700 S. High St.
Columbus, Ohio 43207
October 4, 2017

Special Needs Planning Presentation with Autism Society of Central Ohio

Time: 6:30 - 8:00 PM
OCALI, 470 Glenmont Ave., Columbus, Ohio 43214 
Room 305
September 26, 2017

Special Needs Planning Presentation


Oakstone Academy
900 Club Dr.
Westerville, Ohio 43081
September 21, 2017

Special Needs Planning Presentation

Time: 7:00 - 8:30 PM
Grace Polaris Church
8225 Worthington Galena Rd, Westerville, OH 43081
September 13, 2017

Special Needs Planning Program in Findlay with Dylan Pritchett's team at Edward Jones

Time: 6:00 - 8:00 PM
Location: Blanchard Valley Center School Cafeteria, 1700 E. Sandusky St., Findlay, OH 45840
September 6, 2017

Elder Law Presentation to Parkinson's Support Group

Time: 1:30 - 3:00 PM
Concord Counseling
150 Heatherdown Dr. Westerville, Ohio 43081
August 24, 2017

Basic Estate Planning for Young Professionals Presentation to OSU Dental Students

Time: 5:30 - 7:30 PM
King Ave. 5 in Grandview
August 15, 2017

Coffee, Tea & Autism + Friendship Circle/LifeTown ABLE Presentation

Time: 6:30 - 8:00 PM
Lori Schottenstein Chabad
July 26, 2017 Special Needs Planning Workshop

Time: 6:00 - 8:00 PM
Dublin Community Recreation Center (Talla 2)
Register Online

July 19, 2017 Elder Care Planning Strategies Presentation Time: 12:00 - 1:00 PM
Stonebridge Financial
July 12, 2017 Gahanna Lunch and Learn - Planning and Preparing for Long Term Care Costs  Time: 11:00 AM - 1:00 PM
Gahanna Senior Center
June 27, 2017 Special Needs Planning Program with CAST Time: TBD
3691 Ridge Mill Drive
Columbus, OH 43026
June 14, 2017 Special Needs Planning in Domestic Relations Presentation Time: 12:00 - 1:00 PM
Friedman & Mirman
June 2, 2017 Child Protection Trust Presentation Time: 11:00 AM - 12:00 PM
Stonebridge Financial
April 27, 2017 Dublin Chamber of Commerce Lunch and Learn Series 11:30 AM - 1:30 PM
129 S. High St.
Dublin, OH 43017
April 21, 2017 Signature Sponsor of the Raise Your Glass to Raise Awareness Event to Benefit Bridgeway Academy 7:30 PM
Ohio History Center
800 E. 17th Ave.
April 11, 2017 ECRN+ Parent Presentation 6:00 - 8:30 PM
1907 Leonard Ave., Ste.100
April 6, 2017 Parent Presentation to State Support Team II 6:00 - 8:00 PM
2080 City Gate Dr.
Columbus, OH 43219
March 1, 2017 Hilliard City Schools Transition Night 4:30 - 6:30 PM
Innovative Learning Center
5323 Cemetery Rd.
Hilliard, OH 43026
February 15, 2017 CLE With Columbus Bar Association - "Special Needs Considerations in Domestic Relations" 1:30 - 4:45 PM
175 S. Third  St., Ste. 1100
Columbus, OH 43215
January 25, 2017 Early Childhood Resource Network 6:30 - 8:30 PM
Southwest Public Libraries - Grove City Library
3959 Broadway
Grove City, OH 43123
January 19, 2017 Coffee, Tea & Autism Parent Meeting 6:30 - 8:00 PM
Trinity United Methodist Church
6389 Blacklick Eastern Rd.
Pickerington, OH 43147
January 18, 2017 Delaware County Transition Fair 5:30 - 7:30 PM
Olentangy Liberty High School
3584 Home Rd.
Powell, OH 43065
December 14, 2016 CE for Charles Schwab 227 W. Nationwide Blvd, Ste. 100
Columbus, OH 43215
November 18, 2016 Presentation to Columbus City Schools Transition Coordinators 9:00 AM
Hudson Center
737 E. Hudson Ave.
November 16, 2016 Parent Presentation to Step By Step Academy 6:30 PM
445 E. Dublin Granville Rd.
Building G
November 10, 2016 Parent Presentation to Olentangy Schools 6:30 PM
7774 Graphics Way
Lewis Center OH, 43035
November 2, 2016 Parent Presentation to Hilliard City Schools 6:30 PM
Weaver Middle School
4600 Avery Rd.
October 22, 2016 Presentation to Epilepsy Foundation 10:30 AM
Bing Cancer Center
500 Thomas Lane
Cols. OH 43214
October 19, 2016 Transition Night Resource Fair

5:30 - 7:30 PM
Dublin Scioto HS

October 11, 2016 Financial Planning Association of Central Ohio 2016 Symposium

Columbus State University Conference Center

September 18, 2016 Autism Speaks Resource Fair 9:30 - 11:30 AM
The Columbus Commons
August 2, 2016 Presentation to Summit Financial Advisors 2:00 - 3:00 PM
7965 N. High Street
#350
Columbus, OH 43235-8446
July 21, 2016 Special Needs CE for Waddell & Reed 10:00 - 12:00 PM
565 Metro Place S.
Suite 160
July 9, 2016

Preparing for the Future
(A panel presentation and discussion)

9:30 - 11:00 AM
Indiana Wesleyan University Branch
3455 Mill Run Dr #200
Hilliard, OH 43026
July 6, 2016 Food For Good Thought 7:00 - 8:30  PM
152 E. Olentangy St.
Powell, Ohio
Parent presentation
June 21 & 22, 2016 Estate Planning Presentation to LPL Financial

4:00 PM
Tuesday - Columbus
Wednesday - Newark

May 10, 12, 17, 24, 2016 Estate Planning Presentations to Cox & Cook Financial Advisors
April 29, 2016 Bridgeway Academy, Raise Your Glass to Raise Awareness (Signature Sponsor) 7:30 - 11:00 PM
Ohio History Center
April 28, 2016 Dublin City Schools Transition Services, Post-Secondary Educational Opportunities and Employment 6:00 - 7:30 PM
Dublin Coffman High School
April 27, 2016 Hilliard City Schools Special Education Department 1:30 PM
Loth Building
855 Grandview Avenue
Columbus, OH 43215
April 27, 2016 CE for MetLife 5600 Blazer Parkway #100
Dublin, OH 43017
April 13, 2016 Step by Step Academy Parent Presentation

RSVP required for this session only.
or call at 614.923.5761.
6:00 - 7:30 PM

March 15, 2016 Special Needs Planning Presentation Grace Polaris Church
7:00 - 8:30 PM
March 12, 2016 State Support Team Region 11 Resource Fair 9:00 AM - 2:00 PM
March 9, 2016 Presentation to Nationwide Children’s Developmental Behavioral Pediatrics 1:00 - 2:00 PM
March 8, 2016 Special Needs Planning Presentation

South Western City School District
Central Crossing Library

6:00 - 8:00 PM

February 18, 2016 Dublin Parent Group Meeting Dublin Coffman High School
6:00 - 7:30 PM
February 17, 2016 TOPS Nisonger Center
Room 250
6:00-7:30 PM
February 3, 2016 Delaware County Board of Developmental Disabilities Transition Fair

Big Walnut High School
5:30 - 7:30 PM