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Planning with Purpose – HCS Complimentary Educational Seminar

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Planning with Purpose – HCS Complimentary Educational Seminar

April 23 @ 4:00 pm - 7:00 pm

Join us for an evening of learning and planning for your family’s future.

Learn from presentations on the following topics:

  • Housing Options for Your Loved One presented by Betsy Brugg, Partner, Woods Oviatt Gilman, LLP; and Julie Owen, VP of Customized Supports, Heritage Christian Services
  • A New Administration: Insights Into the Philanthropic, Financial and Tax Planning Landscape presented by Patrick Ryan, Financial Advisor, Ciccarelli Advisory Services; Stephanie Seiffert, Partner, Nixon Peabody; and Frank Sorge, Wealth Advisor, Raymond James, and Partner, Weidner|Sorge Wealth Partners
  • What’s Changing: ABLE accounts, Special Needs and Pooled Trusts presented by Kelly Gusmano, Partner at Woods Oviatt Gilman, LLP

After presentations there will be optional complimentary 30-minute one-on-one consultation with a trusted attorney or financial planning partner. Advance sign-up is required.