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Kim Kantor Speaks at FSP Institute 2019

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Congratulations to Kim Ciccarelli Kantor, CFP®, CAP® who had the opportunity to speak at the 2019 Society of Financial Service Professionals (FSP) Institute. The event took place on February 13, 2019, at the Sanibel Harbor Marriott Resort and Spa, Fort Myers, FL.

The three-day educational event featured presentations from credentialed industry experts in areas of financial planning. Kantor presented on the topic “Multigenerational Family-Focused Planning: Enhancing the Resourcefulness of Family Assets and Values.”

As president and co-founder of Ciccarelli Advisory Services, Inc., Kantor has more than 35 years of comprehensive financial planning experience. By emphasizing the family enterprise concept and facilitating meaningful communication within the family unit, the firm addresses innovative solutions from the very simple to the most complex planning scenarios.

Kim has coauthored the book “Preserving Family Wealth and Peace of Mind, Caring for and Communicating to Your Family Through the Legacies you Leave” with CFP founder, Loren Dunton; served as columnist for the Naples Daily News ,and was an invited guest lecturer and faculty member for the Chautauqua Institute, Chautauqua, NY.

Congratulations Kim on your speaking opportunity!

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