STABLE Accounts: National Savings & Investment Solutions for People with Disabilities

Presented by Juliana Crist, STABLE Account Director, Office of the State Treasurer of Ohio, and Eric Ochmanek, Deputy Chief of Staff, Office of the State Treasurer of Ohio
Sponsored by Monarch Center for Autism, STAR Autism Support, and VizZle

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STABLE Accounts were launched in June 2016 by the Office of the State Treasurer of Ohio to offer savings and investment solutions for people with disabilities. This national program is available to residents of ALL states in the United States. STABLE Accounts are made possible by the Achieving a Better Life Experience (ABLE) Act of 2014. This is the federal legislation that allows families and individuals with disabilities the opportunity to create tax-advantaged accounts that can be used to help maintain health, independence, and quality of life, without losing eligibility for certain government benefits like Medicaid, SSI or SSDI.

Juliana Crist, STABLE Account Director, Office of the State Treasurer of Ohio, and Eric Ochmanek, Deputy Chief of Staff, Office of the State Treasurer of Ohio, present a STABLE Accounts training session on the following topics:

•  What is the ABLE Act?
• What are STABLE Accounts?
• Benefits of STABLE Accounts
• Who can have a STABLE Account?
• Enrollment process and eligibility certifications
• Funding your account and investment options
• SSI and Medicaid considerations
• How can you spend STABLE funds?
• Non-qualified expenditures
• Spending from your account
• STABLE card
• Account cost
• STABLE vs. Special Needs Trust

The recorded webinar will benefit educators, therapists, administrators, and caretakers who assist individuals with disabilities.

About the Presenters

Juliana Crist is the director for STABLE Accounts, Ohio’s ABLE program. She began her career as a healthcare attorney working at a private firm. She later transitioned to government practice and spent two years clerking at the Ohio Supreme Court. Juliana joined the Treasurer’s Office in late 2015 to spearhead the STABLE Account initiative. She oversaw the successful launch of STABLE Accounts, the country’s first ABLE program, in June 2016. Since then, Juliana and the STABLE team have been busy traveling across the country talking to families, disability organizations, service providers, other states, and government agencies about STABLE Accounts.

Eric Ochmanek is the deputy chief of staff for the Office of the State Treasurer of Ohio, Josh Mandel. He currently manages several departments, including Communications, Legislative & Government Affairs, Public Affairs, and Financial Literacy. Eric also leads the outreach efforts for STABLE Accounts, Ohio’s ABLE program, launched in June 2016. He began his career working on national elections, and later transitioned to public affairs work for the federal government. Since then, he has opened his own public affairs consulting firm, specializing in grassroots outreach and communications. Eric joined the Treasurer’s Office in January 2015.

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WATCH THE WEBINAR RECORDING

Monarch Center for Autism, a division of Bellefaire JCB, is located in Cleveland, Ohio. Monarch offers a comprehensive array of programs and services for individuals ages three through adulthood with Autism Spectrum Disorders. Highlights, which incorporate Monarch’s visual language treatment model, include a preschool; day school for children, adolescents & young adults; transition education program; summer & extended school year programs; therapeutic residential treatment program; adult vocational & supported living programs; and community training.

STAR Autism Support (SAS) provides curriculum materials, workshops and training to school and agency staff who work with students with autism. Our mission is to help others successfully implement research-based applied behavior analysis (ABA) techniques. We want every child with autism to receive effective instruction!

VizZle provides a library of more than 14,000 lessons and the tools and media to customize them or create your own from scratch. The lessons can be tailored to any grade level, assigned to any student, and played on iPad or Android tablets, laptop or desktop computers. Data is tracked automatically. This award-winning software is developed collaboratively with educators.