AZ ABLE Oversight Committee Meeting

Virtual Meeting Information:

Join via Google Hangouts Meet

Phone: (‪US)‪+1 617-675-4444
PIN: 687 771 085 6535#

Agenda:

1. Call to Order (Karla Phillips)
2. Welcome/Introductions (Karla Phillips)
3. Minutes Approval for 5/5/2020 (Karla Phillips)
4. Reports Review (Brittaney Chipley)
   
   1. Monthly & Transaction Reports (April-December 2020)
   2. Outreach & Metrics Reports
5. National Association of State Treasurers (NAST) ABLE Committee Updates (Brittaney Chipley)
   
   1. ABLE Final Regulations
   2. National Numbers
6. OH STABLE & Partner States Updates (Brittaney Chipley)
   
   1. Program Updates
      1. Year 2020 Numbers
      2. Accounts & AUM (Assets Under Management)
      3. New Lifetime Maximum & ABLE to Work Limits
      4. New Program Manager – True Link (PP, Benefits, FAQs)
7. AZ ABLE Contract Renewal with OH STABLE (Brittaney Chipley)
8. Open Forum & Call to the Public (Karla Phillips) 
9. Adjournment (Karla Phillips)

Other Information:

Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, by contacting Brittaney Chipley at 602-771-0246 or [email protected]. Requests should be made as early as possible to allow time to arrange the accommodation.