LISEC, a not-for-profit learning & resource organization
We’re committed to helping you
Requests? Call 631-665-7057
Frances Potter-Raiti, CFP, EA
Frances Potter-Raiti has over 35 years of experience in understanding the many complex finance and healthcare related issues retirees face. Frances is a Certified Financial Planner™, Certified Divorce & Financial Analyst, a Certified Senior Advisor® and an Enrolled Agent practicing before the Internal Revenue Service. She is a co-founder of the Long Island Senior Educational Council and has contributed many years assisting retirees and their loved ones. Taking part in the Medicare Partnership Program, Frances has previously worked with representatives from the Suffolk County Department of Aging, Social Security and other organizations to educate seniors. Merri and Frances have also worked with AARP, the Suffolk County Legal Aide Society, the Suffolk County Department of Aging, Seniors Against Discrimination (S.A.D.) and New York State United Teachers (NYSUT) to further educate retirees and their families.
Merri P. Ciano, CFP, CSA
Merri Ciano is a Certified Financial Planner™ and Certified Senior Advisor® with over 25 years of financial services experience. Among other accomplishments, Merri is a lead advisor for Bayview Economic Solutions Team, LLC (B.E.S.T.) and in recognizing a great need for education, she co-founded the Long Island Senior Education Council, a 501(c)3 learning and resource organization. Merri has previously worked alongside with representatives from the Suffolk County Department of Aging, Social Security and has partnered with Medicare in an effort to provide essential information regarding healthcare coordination. Promoting “self-education,” which as she explains is the taking on the responsibility of learning, Merri has proven to be most essential to pre-retirees and post-retirees who are making decisions about their healthcare choices. In her community she has helped established an Elder Care Advocacy Outreach Program at St. Patrick's Church in Bay Shore, NY. Additionally to regularly speaking at educational workshops, Merri offers individual assistance to retirees and their caregivers through the process of coordinating finances to afford healthcare (Financial-Healthcare Coordination). By providing personalized education materials and resources to address the financial-healthcare concerns we face today, Merri believes that we are improving the lives of our Long Island neighbors.
Three Generations of LISEC
For three generations the Long Island Senior Education Council has provided on-going educational support, resources and referral services to help retirees and those hoping to retire. LISEC understands that assessing specific needs and providing information that relates to your particular situation is key. Our team of advocates, planners and healthcare coordinators are dedicated to educate Long Islanders on how they can afford healthcare, preserve assets and pay less taxes.
Interested in learning more?
Unlocking the mysteries of Planning.
We have developed a unique strategy to introduce education into the planning process.
Ask us about our:
* Personalized Educational Conferences
* Small Group Learning Workshops
* Medicare website training classes
* Care Coordination classes
* Retirement Income & Benefit classes
* Tax Planning classes
* Resolving Legal Issues &
Asset preservation classes
130 Orinoco Drive
Brightwaters, New York 11718
631-665-7057
As the youngest LISEC member, Jami has
proven to be instrumental in organizing
LISEC's educational programs and care
coordination educational services.
Jami has over ten years of experience in assisting
retirees, those hoping to retire and their families.
Providing needed Medicaid application information
as well as Medicare educational assistance, her
experience is matched by her ability to make
people feel comfortable.
Jamilyn Barna
Care Coordinator and
Education Advocate
