HCS Complimentary Educational Seminar

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, 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, 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, Wealth Manager, Howe & Rusling. Jordan works with individuals and families to understand their goals and develop a plan to achieve them. His approach is always personalized, focused on building a strong relationship, providing clear, accessible information, and educating families so they can make informed decisions. Jordan is passionate about helping clients reach their financial goals and build a secure future, while also ensuring their needs are met and their loved ones are protected. He has over a decade of industry experience, joining Howe & Rusling in 2024 after 10 years with Manning & Napier.

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, 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, 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, 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.