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Events & Webinars

Check out our webinar series and recap of 2018 events.

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CAS Rochester Market Wrap 2018

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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!

 

 

 

SpelLIFE 2018 – The Power of Food

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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.

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.

 

 

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