CMP Financial Planning

Upcoming and Past Events


January 5th, 2018 – Should I Establish A Special Needs Trust? Taught by Barry Jamieson. Lucas County Board of Developmental Disabilities, 8:30am. Link to presentation material

November 28, 2017 – Should I Establish A Special Needs Trust? Taught by Barry Jamieson.  Clermont County Board of Developmental Disabilities, 6pm. Link to presentation material

November 15th, 2017 – Should I Establish A Special Needs Trust? Taught by Barry Jamieson.  Henry County Board of Developmental Disabilities, 5pm. Link to presentation material

November 9th, 2017 – Should I Establish A Special Needs Trust? Taught by Barry Jamieson.  Richland County Board of Developmental Disabilities, 10:30am. Link to presentation material

Upcoming and Past Events

July 7th, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Hancock County Board of DD. Link to presentation material

July 26th, 2016 – ABLE Accounts, taught by Barry Jamieson. Event at Clermont Board of DD, 1pm. Link to presentation material

July 26th, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Clermont Board of DD, 6pm. Link to presentation material

August 2nd, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Mercer County Board of DD, 6pm. Link to presentation material

August 3rd, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Champaign County Board of DD, 7pm. Link to presentation material

August 9th, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Miami County Board of DD, 6pm. Link to presentation material

August 15th, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Sandusky Board of DD, 1pm. Link to presentation material

August 15th, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Huron County Board of DD, 5:30pm. Link to presentation material

August 17th, 2016 – Program: ABLE Accounts, taught by Barry Jamieson. Event at Selby County Board of DD. Link to presentation material