Events & Webinars
RSVP to our 2020 Wealth Symposium by clicking the link below.
èBella Connect: 360° Retirement
DATE: March 26
TIME: 5 p.m. (Light appetizers and refreshments served)
WHERE: Collier County Public Library, theater 2385 Orange Blossom Drive, Naples
RSVP: 239-591-2709 or eBellaConnectMar26.eventbrite.com
Click image to download a copy
Event – “Technology Tools Simplified”
PRESENTS
Technology Tools Simplifed
Tuesday, March 24, 2015 | 10:00 AM
or
Thursday, March 26, 2015 | 3:00 PM
Naples Office | 9601 Tamiami Trail N., Naples, FL 34108
Topics to include:
Learning each steps to maximize your smartphone and tablet
The tools of our CAS website
A better understanding of OneView (your online account access)
Managing your email
The most efficient way to search for information on the internet
Speaker: Jeff Bohr
Owner, Naples Mac Help
This session is for all who have a desire to maximize technology tools without being overwhelmed.
Kindly RSVP by March 17, 2015 – Seating is Limited
(239) 262-6577 or Ciccarelli@CAS-NaplesFL.com
Event – “Identity Theft: More Than a Financial Risk”
PRESENTS
Identity Theft: More Than a Financial Risk
Tuesday, February 17, 2015 | 9:30-10:30 AM
Vi at Bentley Village, East Clubhouse, 704 Village Circle, Naples, FL
Join us and discover…
The Six Different Types of Identity Theft
How Information is Obtained
The Most Common Warning Signs
Steps to Take if You Become a Victim
Tips to Reduce the Risk of Becoming a Victim
Speaker: Carrie Kerskie
Author, speaker and identity theft expert
President, Kerskie Group, Inc.
This session is for all who have a desire to learn more about prevention, detecting and recovering from identity theft.
Kindly RSVP by February 10, 2015 – Seating is Limited
(239) 262-6577 or Ciccarelli@CAS-NaplesFL.com
CAS Rochester Volunteer Day – Fall Clean-up for Heritage Christian Services
Bundled up team members of CAS Rochester braved the cool temperatures and falling snow on November 13th to tackle fall clean-up of the yard of a Heritage Christian Services group residence. Spring cleanup of the same property was undertaken in May and included mulching, trimming, and weeding.
The four-member fall team engaged in pruning, raking, and general winterizing in the morning. The timeliness of the outing was ironic. As the crew convened inside for a delicious lunch, snow descended on the leaf-free lawn!
CAS is proud to support the community in which we reside. We look forward to future outings that connect our team with those for whom assistance is greatly appreciated.
Naples Depot “Ticket-to-the-Past” Event
Market Wrap at Casa Larga Vineyards & Winery
Our New York office welcomed 179 clients and guests to Casa Larga Vineyards & Winery in Perinton, NY for the annual Market Wrap on Wednesday, October 29th. Upon their arrival, clients enjoyed tastings of some of the vineyards favorites before convening in the stateroom.
Situated on the crest of rolling hills, Casa Larga boasts a backdrop of spectacular fall foliage. On this clear fall evening, the breathtaking views were visible through the picturesque windows throughout the establishment.
As the sun set, Ray Ciccarelli took center stage and delivered his economic overview. He outlined the strengths and weaknesses of the U.S. economy as well as areas of potential opportunity and risk in the foreseeable future.
Following Ray, Carol Girvin articulated the upcoming increases to retirement funding limits slated for 2015 as well as some nuances of the Long-Term Care marketplace.
Following the program, the clients were treated to a spectacular dessert buffet presented by Rochester-based Sweet Sammie Jane’s. The sweets were decadent and the clients enjoyed every morsel!
Elephant Fest 2014
Ciccarelli Advisory Services is proud to support the Alzheimer’s Support Network and all they do in our community to help families that have been affected by Alzheimer’s. If you would like to support The Alzheimer’s Support Network, too, we encourage you to have a “fun” day at the Zoo to support their annual Elephant Fest. For more information, contact Barbara Kronenfeld at 661-304-5240.
CAS Rochester – Annual Client Night with the Red Wings
The CAS Rochester office rallied clients numbering 527 all told to come out and cheer on the hometown team on Friday, August 15, 2014!
CAS clients filled two sections of the stadium to watch their very own Rochester Red Wings (International League North Triple-A affiliate of the Minnesota Twins) battle their upstate rival, the Syracuse Chiefs (International League North Triple-A affiliate of the Washington Nationals). The teams were in a dead heat leading into the game.
A ballpark-fare picnic was offered before the first pitch flew at 7:15. The entire park was packed with devoted fans. A guest appearance by the Navy Blue Angels, in town for the weekend for a scheduled air show, was an added bonus.
The Red Wings rallied early on but lost ground as the crisp August air took hold. It was an event the CAS Rochester clients will relish until they turn out to cheer on the home team again next season. Wait ‘til next year for more!
Family Night at Frontier Field, Rochester, NY
Come join us to watch the Rochester Red Wings play the Syracuse Chiefs and enjoy a picnic dinner and fireworks after the game!
You, your children, and grandchildren are invited to join us for a picnic and a night of baseball at Frontier Field in Rochester, NY on Friday, August 15, 2014 at 6:00 PM. This event grows larger every year, so reservations are limited to a maximum of 8 tickets per family. To reserve your tickets please email cgurnow@cas-rocny.com or call 585-383-0180. Please provide an accurate count of adults and children, and be sure to include the children’s ages. Kindly RSVP by August 8, 2014. Seats are limited.
Tickets can be picked up on the day of the game at our table outside the main gate at 6:00 PM. The Nest will begin serving food at 6:00 PM. Game starts at 7:00 PM.
Please note: THIS EVENT WILL BE RAIN OR SHINE
In the event of rain, we will still enjoy a picnic together, as that area is covered. Your game tickets will be issued a makeup game.
We look forward to seeing you there!
Gaynell Anderson Bio – Panelist for Women’s Conference
Gaynell Anderson
Gaynell Anderson is a licensed physical therapist and Certified Strength and Conditioning Specialist with over 27 years of experience.
She is an independent business owner and established Absolute Physical Therapy of Southwest Florida in 2007. Her clinic provides outpatient physical therapy services, including aquatic therapy, sports and orthopedic rehab, vestibular training, women’s healthcare and preventive exercise/sports enhancement programs. Anderson is currently pursuing her manual certification through the Florida Institute of Orthopedic Manual Physical Therapy.
She has taught as an adjunct professor in the Doctorate program of Physical Therapy for Florida Gulf Coast University and is the treating therapist for the Miami City Ballet during their performances in Naples.
Watch the video for more information on the women’s conference.
The first annual Women’s Community Event will begin at 9 a.m. with a continental breakfast and featured presentation by speakers at 9:30 followed by panel question and answers from 11 to 11:30. The event will be held at St. John the Evangelist Ballroom at 625 111th Avenue North in Naples and is a free event and open to the public. To reserve a seat, –
[aio_button align=”none” animation=”none” color=”orange” size=”small” icon=”none” text=”Click here to RSVP” relationship=”dofollow” url=”http://ciccarelliadvisory.com/newswp/health-wealth-event-sign/” target=”_blank”]
or visit or call 239-262-6577.
To learn more about the conference – Click Here
