Events & Webinars
RSVP to our 2020 Wealth Symposium by clicking the link below.
Dee Harris Bio – Panelist for Women’s Conference
Dee Harris is a registered, licensed and certified dietitian and nutritionist, and a certified diabetes educator, and is the owner of D-Signed Nutrition, LLC, in Bonita Springs, Florida.
In addition to her private practice, she works with the best-selling author of Grain Brain, David Perlmutter, M.D., and is the nutritionist at the Perlmutter Health Center in Naples, Florida. Using food as medicine for multiple medical and neurological disorders, she individualizes each patient’s plan and supports them as they make lifestyle changes.
Harris graduated from the University of Georgia and completed her dietetic internship at Cornell Medical Center in New York. She is a certificate candidate for the Institute of Functional Medicine.
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!
Jill Ciccarelli Rapps Bio – Panelist for Women’s Conference
Jill Ciccarelli Rapps is Vice President of Ciccarelli Advisory Services, Inc., a family focused wealth management firm with offices in Naples, FL and Rochester, NY.
She is a Certified Financial Planner™ with over 26 years of experience guiding clients with their wealth management. As a Certified Professional Coach (CPC), she has been professionally trained to help her clients organize their thoughts and goals, and to develop and implement focused plans, both personally and financially.
As a strong advocate of financial education, Rapps has been an instructor for the National Center for Financial Education and an approved instructor for educational symposiums at the Chautauqua Institution in Western New York. She was also the co-host for the Naples television program, “It’s Your Money,” and is currently a presenter of financial and estate topics.
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
“Aging Gracefully”- Inaugural Women’s Community Event
Ciccarelli Advisory Services, Inc., along with Absolute Physical Therapy and D-Signed Nutrition, will present their inaugural Women’s Community Event on Thursday, May 8, 2014. The presentation, “3 Keys to Living Longer and Maintaining Optimum Health and Wealth” will focus on food, fitness and finance for women.
Speakers for the event will include Dee Harris, RD, LDN, CDE of D-Signed Nutrition, LLC; Gaynell Anderson, PT, CSCS of Absolute Physical Therapy of Southwest Florida; and Jill Ciccarelli Rapps, CFP® of Ciccarelli Advisory Services, Inc.
Courtney Robinson of the ABC7 local news team will be emceeing the panel discussion and fielding questions from attendees.
Health Highlights
“The event will include one-of-a-kind resource booths and small local businesses promoting happiness and well-being,” says Jill Ciccarelli Rapps. “This is a community event especially for women and we hope to educate and inspire attendees to continue their quest for optimum health and wealth, plus, have fun at the same time with prizes, giveaways and more.”
Sponsors for this first annual event are: A.Jaron Fine Jewelry, Absolute Physical Therapy, Beyond Motion, Ciccarelli Advisory Services, Inc, Clementi Travel Services, D-Signed Nutrition, Dr. Andrea Frostino, e’Bella, Eyes Wide Open, Fashionista Life-Image and Wardrobe Consulting, Health Solutions, Integrative Mindfulness, Integrity Biofeedback Inc. and Academy, Liquid Biocell Life Blend, McKenney Home Care, Naples Yoga Center, Pretty Woman Ladies Fashions, Purely You Spa, Relax The Back, Sage Events, Senior Moving Simplified, The Paper Tamer, and Whole Foods.
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.
About the Speakers:
Dee Harris is a registered, licensed and certified dietitian and nutritionist, and a certified diabetes educator, and is the owner of D-Signed Nutrition, LLC, in Bonita Springs, Florida. In addition to her private practice, she works with the best-selling author of Grain Brain, David Perlmutter, M.D., and is the nutritionist at the Perlmutter Health Center in Naples, Florida. Using food as medicine for multiple medical and neurological disorders, she individualizes each patient’s plan and supports them as they make lifestyle changes. Harris graduated from the University of Georgia and completed her dietetic internship at Cornell Medical Center in New York. She is a certificate candidate for the Institute of Functional Medicine.
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.
Jill Ciccarelli Rapps is Vice President of Ciccarelli Advisory Services, Inc., a family focused wealth management firm with offices in Naples, FL and Rochester, NY. She is a Certified Financial Planner™ with over 26 years of experience guiding clients with their wealth management. As a Certified Professional Coach (CPC), she has been professionally trained to help her clients organize their thoughts and goals, and to develop and implement focused plans, both personally and financially. As a strong advocate of financial education, Rapps has been an instructor for the National Center for Financial Education and an approved instructor for educational symposiums at the Chautauqua Institution in Western New York. She was also the co-host for the Naples television program, “It’s Your Money,” and is currently a presenter of financial and estate topics.
About the emcee:
Courtney Robinson joined the ABC7 news team as the main anchor of the 5, 6, 7 and 11 p.m. news in July 2011. She came to Southwest Florida from Washington, D.C. where she worked for WJLA/ABC7 as a general assignments reporter. She began her career at WSET-TV in Lynchburg, Virginia as a reporter and fill-in anchor and reported on the massacre at Virginia Tech and the death of the Reverend Jerry Falwell. The Virginia Associated Press honored Robinson with “Outstanding Effort by an Individual Reporter” for two consecutive years.
For more information about Ciccarelli Advisory Services, Inc., please call 239-262-6577 or email Ciccarelli@CAS-NaplesFL.com or visit www.CASMoneyMatters.com.
Dee Harris, Gaynell Anderson & Courtney Robinson are not affiliated with FSC Securities Corporation.
A Community Event for Women on Aging Gracefully
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Please note, our event is currently full, but you are still encouraged to RSVP and be placed on our waiting list. Should a seat become available, we will contact you.
3 Keys to Living Longer and Maintaining Optimum Health & Wealth
A Community Event Especially for Women on Aging Gracefully
Featuring Expert Speakers:
Dee Harris, RD, LDN, CDE of D-Signed Nutrition, LLC
Gaynell Anderson, PT, CSCS of Absolute Physical Therapy of Southwest Florida
Jill Ciccarelli Rapps, CFP® of Ciccarelli Advisory Services, Inc.
Our daily food choices have a lot to do with keeping our brain
healthy. This program will teach you about foods and meal
plans that specifically enhance the memory center and help
reduce inflammation in our precious organ. We have the power
to think more clearly and keep our brain young!
– Dee Harris
Movement has become a leisure activity instead of a way of
life. Most of our health related problems can be prevented
and often resolved with one “miracle drug” known as motion!
Become empowered to gain optimal health and enjoy a healthy,
happy, pain-free and active life.
– Gaynell Anderson
Managing the cost of healthcare is one of the most complex
issues facing society today. Most retirees have no idea what
their real out of pocket expenses may be. This program will
help you to uncover various strategies to feel more secure
about your short and long term healthcare planning.
– Jill Ciccarelli Rapps
For more information about our speakers, Click here.
Join us for resources, education, discovery, inspiration, giveaways, & fun
Thursday, May 8, 2014 from 9:00-11:30 AM
9:00-9:30 AM Continental breakfast & discover local resources for living better
9:30-11:00 AM Featured presentation
11:00-11:30 AM Panel Questions & Answers
St. John the Evangelist Ballroom, 625 111th Avenue North, Naples, FL | For directions, click here.
To reserve your seat, click the button above or telephone 239-262-6577.
(Dee Harris and Gaynell Anderson are not affiliated with FSC Securities Corporation.)
Three-part workshop featuring McKenney Home Care
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McKenney Home Care co-founders, Patrice Magrath and Michele McKenney, will be the special guest speakers at a series of workshops presented this winter in our Florida Office (Ciccarelli Advisory Services, 9601 Tamiami Trail North, Naples, FL 34108 – Click here for a map to our office).
The three-part series, Better Care for Better Living, will feature the following topics on the following dates:
- Part 1: Initiating Conversations about Care – Wednesday, January 22, 2014, 9:00-10:15 AM
- Part 2: Exploring the Continuum of Care Options – Tuesday, February 18, 2014, 9:00-10:15 AM or 2:00-3:15 PM
- Part 3: Implementing Care Decisions – Thursday, March 20, 2014, 9:00-10:15 AM or 2:00-3:15 PM
Please note: An additional afternoon session has been added to the February and March dates
The workshops will provide useful information and resources for starting dialogue with loved ones regarding responsibility and family dynamics. All sessions are free, but space is limited. To reserve your seat, please fill out the form at the bottom of this page.
“While 70% of us will need long-term care after the age of 65, few of us openly discuss care needs and wishes.” – Michele McKenney
McKenney Home Care was created by sisters, Patrice Magrath and Michele McKenney, who relocated to Naples after successful international careers in healthcare, law and business. Their own personal experience of caring for an aging mother inspired them to create a professional private pay agency designed to bring best practices in home health care to Southwest Florida. For more information about McKenney Home Care (ACHA License # 299994144), please visit www.mckenneyhomecare.com.
Our guest speakers:
Michele McKenney graduated from Boston College, received a master’s degree in Public Health from the University of Pittsburgh and a law degree from Duquesne University. She worked at the University of Pittsburgh Medical Center, starting as a graduate student at Eye and Ear Hospital and ending as President of two of the systems major divisions, Diversified Services and the International Division. As President of these Divisions, she had overall responsibility for the UPMC Home Health Agency, Senior Living Facilities, as well as, 21 other health related businesses. She was also responsible for the development and implementation of ISMETT, a specialty transplant hospital in Palermo, Italy.
Patrice Magrath graduated from Boston College then received a law degree from Catholic University, Columbus School of Law in Washington, DC. She practiced commercial law in DC with Swidler and Berlin (now Bingham McCutchen) then joined her sister in Palermo, Italy to oversee the development and opening of a respite facility for patients and families going to Palermo for medical treatment. She later returned to DC to work for SmithBucklin Corporation, a consulting firm managing not-for-profit organizations. Magrath was then recruited to Nyon, Switzerland to serve as the CEO of the International Osteoporosis Foundation where she was responsible for their global re-organization from 2009 to 2012.
McKenney Home Care is not affiliated with FSC Securities Corporation.
Come and celebrate our new office!
Join us for a VIP event with Audrey H. Kaplan
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Live in Naples
Audrey H. Kaplan
Senior Vice President, Senior Portfolio Manager, Head of Global Equity Management Team
Federated
Ms. Kaplan will be presenting a timely and very lively discussion on what economies around the world provide the greatest opportunity for growth and why. Please join us for… Where in the World are the Opportunities?
Wednesday, April 9, 2014 | 9:30 AM
Vi at Bentley Village in Naples | Click here for directions
Complimentary Valet Parking & Continental Breakfast
RSVP by April 4, 2014
Audrey Kaplan is responsible for portfolio management and research in the global equity area. She is a senior portfolio manager of Federated InterContinental Fund and Federated Global Equity Fund.
Kaplan managed the Rochdale Atlas Portfolio at Rochdale Investment Management, LLC in New York until it was acquired by Federated in 2007. She also was a hedge fund strategy consultant for Blue Crest Capital Management in London; worked in European quantitative strategy for Merrill Lynch in London; researched global emerging markets at Robert Fleming in London; and completed equity, fixed income and derivative analysis with Salomon Brothers in Tokyo and New York. She has 23 years of investment experience.
Kaplan earned a bachelor of science degree from Rensselaer Polytechnic Institute and a master in finance from London Business School. She is a member of the Society of Quantitative Analysts, Stamford Society of Investment Analysts, 100 Women in Hedge Funds, and the Quantitative Work Alliance for Applied Finance, Education and Wisdom.
Vi at Bentley Village, Audrey Kaplan and Federated are not associated with FSC Securities Corporation.
Maintaining Optimum Health & Wealth Online Webinar
Featuring:
Jill Ciccarelli Rapps
Financial Advisor, Vice President of Ciccarelli Advisory Services, Inc.
- Discover tips to help manage healthcare costs
- Uncover strategies for short & long-term healthcare planning
Dee Harris
Registered, Licensed and Certified Dietitian, Founder of D-Signed Nutrition, LLC
- Learn about foods and meal plans that enhance the memory center
- Develop ways to reduce inflammation and keep your brain young
Gaynell Anderson
Licensed Physical Therapist, Founder of Absolute Physical Therapy of Southwest Florida
- Become empowered to gain optimal health
- Discover how health related problems can be prevented through motion
Join us for the webinar Thursday, April 10, 2014 | 4:30-5:15 PM
Space is limited.
Reserve your Webinar seat now at: https://www3.gotomeeting.com/register/220487110
After registering you will receive a confirmation email containing information about joining the webinar.
System Requirements
PC-based attendees
Required: Windows® 8, 7, Vista, XP or 2003 Server
Mac®-based attendees
Required: Mac OS® X 10.6 or newer
Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet
Dee Harris and Gaynell Anderson are not affiliated with FSC Securities Corporation.
Economic Outlook & Stock Market Strategy featuring City National Rochdale
Featured speaker: Garrett D’Alessandro, Chief Executive Officer of City National Rochdale
Thursday, February 13, 2014 | 4:30 – 6:00 PM
Ciccarelli Advisory Services, Inc.
9601 Tamiami Trail North
Naples, FL 34108
(239) 262-6577
For directions to our office, click here.
Space is limited. To reserve your seat, please fill out the form at the bottom of this page.
About our speaker:
Mr. D’Alessandro joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 1986 and is the Chief Executive Officer. In addition to setting the strategic direction of the firm, he plays a key role in the firm’s portfolio management and investment research functions. In this capacity he assists in determining the macroeconomic outlook and strategic asset allocations for the firm’s strategies. Prior to joining the firm, Mr. D’Alessandro was a Certified Public Accountant and an Audit Manager with KPMG Peat Marwick.
Mr. D’Alessandro received his MBA in Finance from the Stern School of Business at New York University. He holds the Chartered Financial Analyst designation, the Chartered Alternative Investments Analyst designation, and is a member of the New York Society of Security Analysts and the CFA Institute. He also is an Accredited Investment Fiduciary. Mr. D’Alessandro makes presentations on current investment issues to financial professionals throughout the country and has been featured in various media outlets including CNBC, The Financial Network, Practical Accountant, CPA Wealth Provider, and New Jersey CPA. Mr. D’Alessandro is an Ironman tri-athlete and has been selected multiple times to compete in the world championship in Kona, Hawaii. He is also a supporter of numerous charitable and civic organizations.
Strategic Planning for a Better Memory
Our very own Anthony Curatolo will be a guest speaker during a series of memory workshops developed by Bill E. Beckwith, Ph.D.
Have you ever hunted for your car? Keys? Glasses? Have you ever left home without your grocery list? Have you ever had a senior moment? How do you know if it is a sign of future memory loss? Do you live with or care for someone who is forgetful or has memory loss? If so, this workshop will help. Remembering What Not to Forget is designed for baby boomers, older adults and caregivers of those with mild to moderate memory loss. After completing the workshop, you will have practical and ready to use strategies for improving memory and protecting your future.
You will learn:
- How memory works. The difference between long-term and short-term memory.
- How memory normally changes as we age.
- How to tell the difference between normal aging and memory loss. Stages of change so you can be proactive about your future.
- Strategies for improving memory as you age. What life style changes help and which do not. Strategies for managing financial challenges that may arise.
Upcoming Workshops:
Date: February 25, 2014
Time: 4:00 – 7:00 PM
Date: March 11, 2014
Time: 1:00 – 4:00PM
Where: Hampton Inn, 3210 Tamiami Trail North, Naples, FL
Reservations required.
For more information, contact Anthony at (239) 262-6577(239) 262-6577