RSVP Today! 2020 Wealth Symposium

RSVP HERE

Are you prepared for the future?

February 5th, 2020

From 2-6 pm

Grey Oaks Country Club
2400 Grey Oaks Dr. N,
Naples, FL 34105

We invite you to join us for a global overview of financial matters with a focus on the future. Presenters from our team along with guest speakers will provide “breakout” sessions on a number of financial, estate, tax, and retirement community planning strategies.

Breakout Sessions >Keynote Address>Cocktail Reception

Keynote Address By:

City National Rochdale CEO, Garrett R. D’Alessandro

and

SEI Executive Vice President, Kevin P. Barr.

CAS President, Kim Ciccarelli Kantor CFP ®, CAP® will facilitate the discussion addressing the global economy, political outlook, and how your investing may be impacted.

There will be two rounds of breakout sessions.

Attendees can select their two favorite breakout sessions from below:

1. The Questions You Should Ask Now to Prepare for The Inevitable Need for Care

Presenters: Lynn Ferraina, Jesus Delgado,& Guest Expert on CCRCs and Home Health Care: Patrice Magrath, JD

What are the key financial decisions you may have to make when deciding your future care?

2. Family Matters: The Why, When & How of Including Your Children in the Financial Planning Process

Presenters: Jill Ciccarelli Rapps, CFP ®, Josh Espinosa CFP®, CIMA®,& Guest Family Panel

Learn simple strategies to start the conversation with your family on legacy planning and how to avoid obstacles for a smooth transition of wealth.

3. Update on the SECURE Act…A Retirement Plan Owner’s Guide to The Erosion of Assets

Presenters: Paul F. Ciccarelli CFP®, CHFC®, CLU®& Anthony J. Curatolo

Inheriting an IRA may no longer be a simple process. Learn about taxation of retirement plans and the potential advantage of incorporating charitable planning.

4. Tax Strategies for High-Net-Worth Families & Individual Investors

Presenters: Steven T. Merkel CFP®, CHFC®, Jasen M. Gilbert CFP®& Guest CPA

If you don’t take the time to prepare for your tax filing it could cost you! Learn how to maximize tax deductions and credits to help lower your tax bill.

5. Leaving Your Loved Ones a Protected Yet Flexible Inheritance

Presenters: Raymond F. Ciccarelli, VP, Kay Anderson CFP®& Guest Attorney

A discussion on protecting your family wealth with flexible document provisions, selection of trustee appointment and use of trust protectors along with guidance for planning under Florida domicile.

Complimentary valet parking.

Business casual attire.

Please RSVP by January 20th, 2020.

For further questions or assistance with registration, please call our office at (239) 262-6577 or email Ciccarelli@CAS-NaplesFL.com.