Speakers & Agenda
Take a look at what you can expect from the 2026 Advanced Special Needs Planning Symposium.
Speakers Overview
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Michael Beloff, Jr., CFP®, ChSNC®
Founding Partner and Wealth Advisor Belvedere Wealth Partners
Don Brown, ChFC®, ChSNC®, CASL
Founder Special Needs Funding Coach
Jim Caffry, Esq.
Partner Caffry & Keating PLLC
Kristin Carleton
CEO All Needs Planning
Randi Johnson
Principal and Chief Growth Officer Gravis Law
Kathy Matthews, PhD
Chief Family Strategist and Advocate All Needs Planning
Fred Misilo, CTFA
Chair of the Trust and Estate Department Fletcher Tilton PC
Bridget O'Brein Swartz, Esq.
Vice President & Fiduciary Counsel Mission Management & Trust Co.
Ethan Ordog, Esq.
Partner Begley Law Group
Kelly Piacenti, MA, ChSNC®
Head of Special CareSM MassMutual
Brian Poole
Senior National Service Officer Wounded Warriors Project
Michelle Sipple
Continuous Care Services Manager, Independence Program Wounded Warriors Project
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