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Events & Webinars

Stay up-to-date on upcoming events and educational seminars.

We are currently finalizing our 2017-2018 schedule of events!

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FULL WEBINAR: Investing in the Next Generation

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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.

 

FULL WEBINAR: The Journey of a Lifetime

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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.).

 

FULL WEBINAR: Don’t Take a Chance on Your Retirement

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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.).

 

2017 Power of the Purse Charity Event

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Ciccarelli Advisory Services was honored to sponsor the Private Patron
Reception at the 2017 Power of the Purse gala luncheon on December 1.

 

 

Empowering Women through Community Philanthropy

Our sponsorship not only helped to make this wonderful event possible, but will also benefit a wide range of philanthropic initiatives throughout Collier County.

 

In particular, three $20,000 grants were presented at the event:

Salvation Army – Assisting those who are food insecure or struggling to afford housing.

Senior Friendship Health Center – Providing medical and dental support to elderly people in the community (particularly women).

Legal Aid – Offering pro-bono legal representation to those who cannot afford attorney fees.

 

 

 

A Spellbinding Message of Hope

The keynote speaker for the event, Ann Curry, delivered a dynamic address during the luncheon – incorporating her experiences reporting on tragedies through the world (particularly the Darfur region of Sudan, but also in the Congo and the former Yugoslav states) into a spellbinding message of hope.

 

Her key message: Even the most horrendous atrocities in the world are often overshadowed by courageous acts of compassion and empathy. Those who give selflessly of themselves serve as a beacon of hope to the world – reaffirming Ms. Curry’s core beliefs that humanity is inherently good and that we will always coalesce behind the best angels of our nature to counteract suffering, oppression and evil.

 

 

 

A Reception to Remember

Following the program, we transitioned to the Private Patron Reception (the portion of the event that was sponsored by CAS). We had the distinct opportunity to have our photos taken with Ann Curry and to interact with her for a brief time.

 

We were grateful for the opportunity to play a key role in this year’s Power of the Purse. 

The event was a smashing success – and witnessing the positive reverberations of philanthropic action throughout our community was both inspirational and fulfilling.

 

CAS Rochester Market Wrap 2017

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Thank you to all of our Rochester client families who joined us for the Market Wrap event!

 

More than 180 clients gathered together with our CAS team for an enjoyable, informative evening at The Monroe Golf Club in Pittsford, NY.

 

Ray delivered an edifying update on CAS and commentary on the current market environment; then, we treated our guests to a decadent dessert buffet. With more than 1200 sweet treats to indulge upon, our Market Wrap definitely ended on a sweet note!

Rochester Family Fun Night 2017

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Thank you to all of our client families who joined us at the Red Wings game on Friday!

We appreciate your continued trust and confidence.

 

 

SpelLIFE 2017 – A Celebration of Women’s Wellness

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The fourth annual SpelLIFE Women’s Wellness Summit inspired and educated more than 350 women in the Southwest Florida community about the eight dimensions of wellness – offering them the insights and resources needed to pursue a wellness-focused lifestyle.

 

The summit – presented by A Euphoric Living Foundation, Inc., and èBella magazine – was on Saturday, April 1 in Naples.

 

The focus of SpelLIFE 2017 was promoting inner and outer beauty, a message that was articulated by two keynote speakers: Glennon Doyle Melton, author of the #1 New York Times bestseller Love Warrior; and Crystal Andrus Morissette, best-selling author of The Emotional Edge.

 

 

Both keynote speakers emphasized the importance of being open about one’s vulnerabilities, speaking freely about hardships and encouraging women to take a proactive role in creating their own success.

 

In addition, five breakout speakers from the Naples community shared their expertise on a variety of beauty and health-related topics: Gaynell Anderson, Mindy DiPietro, Deb Logan, Jill Ciccarelli Rapps, and LaDonna Roye.

 

The SpelLIFE Women’s Wellness Summit also featured 30 resource exhibits, where local organizations showcased the services and value they offer to help women achieve lifelong wellness.

 

A portion of the proceeds from the SpelLIFE Women’s Wellness Summit benefited The David Lawrence Center, a local non-profit organization that provides treatment for people with mental health and addiction issues.

 

The event was sponsored by Absolute Physical Therapy, Aesthetic Treatment Centers, Ciccarelli Advisory Services, èBella Magazine, Image MD, LaDonna Roye Hairstylists, Life in Naples Magazine, and Wynn’s Market.

 

To discover more about SpelLIFE and future women’s summits – including volunteer and sponsorship opportunities – visit us online at AEuphoricLivingFoundation.org or Facebook.com/WWSNaples; or contact Jill Ciccarelli Rapps at Info@AEuphoricLivingFoundation.org.

 

Naples Estate Planning Seminar

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On January 20, our panel of legal and financial professionals shared their insight on a variety of crucial estate planning topics:

–Beneficiary designations

–Digital assets

–Trust protector provisions and flexibility

–Common estate planning time bombs

–The estate planning outlook under the Trump administration.

 

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