HCS Complimentary Educational Seminar Home > HCS Complimentary Educational Seminar A A A Planning with Purpose 4 – 7 p.m. Wednesday, April 23, 2025 Pieters Family Life Center 1025 Commons Way, Rochester, N.Y. 14623 Join us for an evening of learning and planning for your family’s future. 3:30 – 4 p.m. Registration and refreshments 4 – 5:15 p.m. 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 5:15 – 5:30 p.m. Question and answer session 5:30 – 7 p.m. Optional complimentary 30-minute one-on-one consultation with a trusted attorney or financial planning partner. Advance sign-up is required. There is no cost to attend, but we require your registration in advance. Please register using the form below by Monday, April 14. Once you have completed your registration, you will receive a confirmation email with a link to sign up for an optional complimentary 30-minute one-on-one consultation with one of the trusted attorneys or financial planning partners. Please remember that consultations are limited and will be available on a first come, first served basis. You can find bios for the available attorneys and financial planners below. Lisa Arrington Lisa Arrington, Partner, Barclay Damon. Lisa concentrates her practice on providing comprehensive representation in elder law, Medicaid planning, special needs planning, estate planning, and estate administration. Kevin Best Kevin Best, Owner and Personal Chief Financial Officer, Best Times Financial. Kevin works with families to provide them the extraordinary benefits of a personal CFO and a virtual family office. He looks at how their legal, tax, business, investment, cash flow and family situation relates to their overall purpose. Betsy Brugg Betsy Brugg, Partner, Woods Oviatt Gilman, LLP. Betsy practices in the area of estate planning, and in particular, advises families regarding the legal issues related to family members with special needs. Jordan Eich Jordan Eich, Wealth Manager, Howe & Rusling. Jordan works closely with clients to understand their financial goals and develop a plan to achieve them. He joined Howe & Rusling in 2024 after nearly 10 years with Manning & Napier. Kelly Gusmano Kelly Gusmano, Partner, Woods Oviatt Gilman, LLP. Kelly concentrates her practice in the area of elder law, long term care planning, Medicaid and special needs planning. Kelly believes it is important that clients understand the plan being implemented and will take the time to carefully explain each component. Patrick Ryan Patrick Ryan, Financial Advisor, Ciccarelli Advisory Services. Patrick specializes in building customized, comprehensive financial plans using a dedicated process to ensure that every area of a client’s financial life is addressed. Patrick considers all areas of a financial plan to be equally important from budgeting, risk analysis, and portfolio construction to tax, insurance and estate planning. Stephanie Seiffert Stephanie Seiffert, Partner, Nixon Peabody. Stephanie blends her knowledge of trusts and estates law and experience with implementing investment strategies to develop sophisticated estate plans for individuals and their families. Frank Sorge Frank Sorge, Wealth Advisor, Raymond James, and Partner, Weidner|Sorge Wealth Partners. Frank brings 9 years of experience in the field. He enjoys problem-solving and creating customized solutions for complex issues, whether in investment management or advanced planning. He excels at understanding clients’ ideal visions for their lives and takes the time to ensure they leave his office without confusion. Questions? Contact Danielle Pierleoni, legacy and leadership giving manager, at (585) 340-2068 or Danielle.Pierleoni@HeritageChristianServices.org. Register Here