Florida Office (239) 262-6577

New York Office (585) 383-0180


 

Events & Webinars

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

We are currently finalizing our 2016-2017 schedule of events!

1 2 3 6

Rochester Family Fun Night 2017

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

 

 

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

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

 

 

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

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

 

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.

 

CCCR Networking Event – “De-Stressing” before the Holidays

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

 

 

We kick-started the holiday season with a charity networking event at our Naples office!

 

Our event – De-Stressing before the Holidays – not only provided an opportunity for guests to relax, but also served as a forum for meeting fellow professionals from the community. In additional, we generated awareness and funds for Collier Child Care Resources.

 

CCCR operates several early childhood education centers in the Naples area, which provide top-notch educational opportunities for families in need. We welcomed more than 80 guests from the CCCR Business 100, a group of business owners and professionals who annually pledge their support for the organization’s admirable mission.

 

Our visitors dined on a delicious dish of paella from Fire & Rice, savored decadent desserts from Here’s Howe Catering, and sipped on wine throughout the evening. We also featured a quartet of string musicians from Gulf Coast High School and a massage room that was furnished by Cloud9 Float and Spa – providing an extra touch of relaxation for our Naples business community.

Volunteer Day – Fall Clean-Up

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

volunteer-day-1-11-10-16

Left to right:  Lisa Buckert, Carrie Reeves-Hillyard, Jessica Beach, and Jordan Ramsay

 

On a spectacular 60-degree day, our CAS Rochester family once again helped our friends at Heritage Christian Services with fall clean-up at one of their residential homes in Webster.

 

Armed with rakes, tarps, clippers, and sunglasses, our team of volunteers – Lisa Buckert, Carrie Reeves-Hillyard, Jessica Beach, and Jordan Ramsay – tackled an enormous amount of leaves, which continued to fall as they were working!

 

Our Volunteer Day is one of the many ways that CAS supports the communities where we live and work.

 

volunteer-day-2-11-10-16

CAS Rochester Market Wrap

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

11-9-vineyard

 

More than 180 CAS clients and staff gathered together amidst the picturesque views of the Casa Larga Vineyards and Winery at our 2016 Market Wrap in Rochester.

11-9-vineyard-2

 

Ray delivered an informative update on our firm and offered an enlightening commentary on market conditions. Carol Girvin then introduced the 15 members of our Rochester CAS family, followed by a Q & A session.

 

After the educational portion of the event, we treated our guests to an extravagant dessert buffet. With more than 1200 handmade desserts to feast upon, our annual Market Wrap certainly ended on a sweet note!

 

CAS Referral Dinner – A Magical Experience

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

 
 

Our CAS family hosted an elegant dinner on October 25, to express our gratitude to Rochester clients who have referred their friends or family members to our firm.

 

More than 50 clients joined our advisors and staff from the Rochester office at the Rabbit Room restaurant in Honeoye Falls, NY. In addition to a delicious meal, cocktails and great company, we treated our clients to “up-close magic” from Jimmy C.

 

Without a doubt, our 2016 Referral Dinner was a magical and memorable evening.

 

Thank you again to all of our Rochester clients who attended the event! We appreciate you spreading the word about our family-focused firm, and we are grateful for the opportunity to guide you towards your financial goals and vision for the future.

Rochester Family Fun Night 2016

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

 

A crowd of 557 CAS family members convened at Frontier Field on August 19 for our annual client appreciation event. We enjoyed a picnic dinner and watched the Rochester Redwings defeat the Buffalo Bison 4 to 2. After the game, we witnessed a spectacular fireworks display.

Thank you to everyone who attended our family fun night – we cherish our relationship with you, and we are so grateful for the opportunity to guide your family towards financial wellness!

 

CAS ball game 2016

Join Us for CAS Rochester Family Night!

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest
Contact us

Rochester_Red_Wings_2013_logo
Join our Ciccarelli Advisory Services family on Friday, August 19 at Frontier Field to watch the Rochester Redwings play the Buffalo Bisons.

We invite you, your children and your grandchildren to join us for a delicious picnic dinner before the game and a phenomenal fireworks display immediately after the game.

We will meet you at our table – located outside the main gate – at 6 p.m., where you can pick up your tickets and enjoy your picnic dinner. The game will start at 7:15.

Please email Carol at CGurnow@CAS-RocNY.com by August 8 to reserve your tickets.

Because we have a limited number of seats available, please indicate how many family members will be in your party, as well as the ages of any children who will be joining us. In order to accommodate as many families as possible, we ask that you limit your reservation to eight tickets.

In the event of rain, we will still enjoy our picnic dinner in the sheltered area outside of Frontier Field. You will be able to redeem your tickets for admission to a future Redwings game.

We look forward to enjoying a fun-filled evening with you and your family! PLAY BALL!

1 2 3 6
Receive weekly updates from your CAS family!