Events & Webinars
RSVP to our 2020 Wealth Symposium by clicking the link below.
On Wednesday, October 23rd the Rochester office hosted the annual Market Wrap. With foliage in full bloom and a crisp breeze in the autumn air, nearly 200 clients convened at the Monroe Golf Club for an informative session focused on Cybersecurity. The presentation scoped the significance of the risks of navigating in the digital world, including the costs and time attributable to identity theft. Several specific threats were identified in the form of strategies used by cybercriminals. For each threat, tactics were offered to defend oneself against such pitfalls. Importantly, the safeguards that CAS has in place to protect the business and client information were also discussed. The presentation was well received and the Cybersecurity slide deck is accessible through the link above.
Following the presentation, Ray delivered his sought-after remarks that addressed the current challenges of transparency in the marketplace as well as the trending inflated level of the broader market.
At the conclusion of the program, the clients enjoyed rich seasonal delicacies on an extensive dessert buffet.
Investment advisory services offered through Ciccarelli Advisory Services, Inc., a registered investment adviser independent of FSC Securities Corporation. Securities and additional investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment adviser. 9601 Tamiami Trail North, Naples, FL. 239-262-6577.
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:
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.
On a spectacular June evening, Ciccarelli Advisory Services welcomed clients and their families to the Seneca Park Zoo in Rochester. A total of almost 300 guests attended this very special event! Everyone enjoyed a picnic dinner and full access to the zoo – who didn’t love that rhinoceros? The zoo was open to our guests only which let us all have time to greet old friends, meet new friends, and leisurely enjoy a stroll through the park-like setting of the zoo.
Our Rochester office hosted the annual Market Wrap event on Thursday, October 25. Nearly 150 of our clients convened for Ray Ciccarelli’s annual remarks focused on the current state of the market, the economy, employment and happenings around the globe.
There was a chill in the air as clients arrived, as is typical when autumn arrives in Western NY. With the backdrop of the lush green lawns of the Monroe Golf Club and an inviting harvest décor, the clients were welcomed into the ballroom by the warmth of our CAS team!
Following Ray’s remarks and an engaging Q&A session, the clients savored a lavish dessert buffet. Gourmet decorated apples were the favor for the evening. Most importantly, clients left feeling better able to weather the cold and the volatility that lies ahead!
The fifth annual SpelLIFE Women’s Wellness Summit provided more than 300 people in the Southwest Florida community with the knowledge, resources and inspiration needed to pursue a wellness-focused lifestyle.
The summit – presented by A Euphoric Living Foundation, Inc., and èBella magazine – was on Saturday, April 21 at the NCH Telford Center in Naples.
Ciccarelli Advisory Services was a primary sponsor of the 2018 SpelLIFE Women’s Wellness Summit. In addition, 30 local organizations sponsored resource exhibit tables, providing attendees with the opportunity to explore the wellness-focused services that are available in our community.
SpelLIFE 2018 honed in on the relationship between dietary choices and long-term brain health. This message was articulated by keynote speaker Dr. David Perlmutter, a board-certified neurologist and four-time New York Times bestselling author.
Dr. Perlmutter discussed the damaging effect of consuming excessive carbohydrates – especially sugar and grains – on the health of the body and the brain. He emphasized that a low-carb diet is essential to maintaining peak brain function and preventing dementia, in conjunction with regular exercise and consumption of dietary fat.
Dr. Perlmutter also cited other methods for preventing inflammation in the body, such as avoiding artificial sweeteners and supplementing turmeric and probiotics to the diet.
During the breakout sessions at the event, four guest speakers from the Naples community shared their expertise on various topics related to holistic health and wellness:
Chris Edwards, owner of TriCore Wellness;
Dr. Pamela Hughes, owner of Hughes Center for Functional Medicine;
Dr. Caroline Cederquist, founder of Cederquist Medical Wellness Center; and
The Alternative Therapies Panel – Frank Corvino, DeAnna Graziano, Carol McDermott, and Nancy Molidor.
Partial proceeds from the SpelLIFE Women’s Wellness Summit will benefit the Senior Friendship Health Center, a nonprofit organization that offers low- or no-cost medical and dental care to underserved seniors in Collier County.
To get involved and stay up-to-date about the SpelLIFE Women’s Wellness Summit, visit AEuphoricLivingFoundation.org and follow the SpelLIFE Facebook page.
View Part III of our 2018 CAS Webinar Series below!
Discover how to preserve your family wealth and intangible values for generations to come.
CAS panelist: Kim Ciccarelli Kantor, CFP®, CAP®.
Guest panelists: LaDonna Cody, Esq. (Cody & Linde, PLLC) and memoirist Mary Jane Robinson.
View Part II of our 2018 CAS Webinar Series below!
Develop a stronger understanding of the legal and financial “nuts and bolts” of estate planning.
CAS panelists: Judy G. Alexander-Wasley, MBA, CFP®, and Samantha Webster.
Guest panelist: Jason P. Torres, Esq. (Torres Law Office, P.C.).
View Part I of our 2018 CAS Webinar Series below!
Discover how to avoid common financial planning mistakes,
prepare for rising health care costs, and live a purposeful life during retirement.
CAS panelists: Jill Ciccarelli Rapps, CFP®, and Lynn A. Ferraina.
Guest panelists: Lisa Gruenloh (Blue Zones Project) and Annalee Kruger (Care Right, Inc.).