Events & Webinars
RSVP to our 2020 Wealth Symposium by clicking the link below.
“A Lucky Boy from Buffalo” Booksigning Event
Join Ciccarelli Advisory Services, Inc. for a special booksigning event
featuring the narrative memoir, A Lucky Boy from Buffalo, by author Patrick Blewett.
A Lucky Boy from Buffalo tells the story of a young boy who could not stay in school but could look beyond childhood mistakes, steadfastly love his hard-working family, forge fast friendships, win back the girl he once rejected and capitalize on the uncanny call to challenge – wherever he found it.
For more information on this heartwarming memoir, click here to read the press release.
Wednesday, January 15, 2014 | 5:00 PM
Wine & Cheese Reception
Ciccarelli Advisory Services – Florida Office
9601 Tamiami Trail North
Naples, Florida 34108
A portion of the book sales from this event will be donated to the Jamaica Outreach Program.
Space is limited. To RSVP please call:
239.262.6577 or email Ciccarelli@CAS-NaplesFL.com
“To parents of a rowdy son or an impetuous daughter, this tale will provoke smiles. To youthful readers who march to their own drummer, this book will offer hope.” – Patrick Blewett
Patrick Blewett is not affiliated with FSC Securities Corporation.
A Holiday Concert with Paul Todd & Friends to benefit the Greater Naples YMCA rebuilding
On September 2, 2013, lightning struck the Greater Naples YMCA, igniting a fire that destroyed the vast majority of their building. You’re invited to a festive fundraiser on December 20th, starring Paul Todd & Friends, and together we can rebuild a facility better than ever. For more details, click on the invitation below…
For directions to Vi at Bentley Village, click the map below…
For more information regarding the tragedy at the YMCA and their efforts to rebuild, click on their brochure below…
For more information on donating to the Greater Naples YMCA rebuilding fund, contact Kathy Compitello at (239) 262.6577
Our Florida Offices Have Combined, and Moved!
We are proud and excited to announce that we at the Florida offices of Ciccarelli Advisory Services have purchased a building of our own! We found a once-in-a-lifetime opportunity and acquired a property that is centrally located between our previous offices in Naples and Bonita Springs.
You know how exhilarating and thrilling it is to move into a place and make it “yours”! Over the past month we painted, carpeted, decorated; in other words, made our new home your new home.
We are especially excited and privileged to be able to serve our Southwest Florida families from one central location, as well as continuing to serve those families who may be located farther away. Our new location is at 9601 Tamiami Trail North in Naples, Florida 34108. Our telephone number is 239.262.6577 and our fax number is 239.649.6315.
We think you will be delighted with our new location and we look forward to having you visit, whether it is in person or through our website (www.casmoneymatters.com) and Facebook page (www.facebook.com/CiccarelliAdvisoryServicesInc).
Please feel free to reach out to us by telephone or email with any questions you may have.
Click on the image below for a map to our new location.
Community Event: “Aging in Place – Naples Style” Program for the Public
The NCH Healthcare System’s Brookdale Center for Healthy Aging & Rehabilitation, Collier Building Industry Association, University of South Florida – College of Engineering, as well as individual experts are hosting a free community education program called “Aging in Place – Naples Style” on Tuesday, November 5, 2013, 3:00 pm – 5:00 pm, in the Telford Auditorium, NCH Downtown Naples Hospital.
“Aging in Place” refers to continuing to live in one’s preferred home and using existing expertise, services and technologies to enjoy life to the fullest extent possible through all stages of life. This event will include a presentation on “Aging in Place” concepts followed by an “Ask the Experts” panel discussion. Helpful materials will be available for all attendees. For more information and to register for this free event, please call the Brookdale Center at 239-552-7575.
“People facing a debilitating health condition often retreat from their favorite activities because of the stigmas associated with these conditions and a change in their sense of self,” says Heather Baker, administrative director of The Brookdale Center for Healthy Aging & Rehabilitation. “Aging In Place – Naples Style” is an example of community collaboration at its best. Our goal is to promote awareness in our community to help individuals avoid these unnecessary compromises in lifestyle,” Baker adds.
The inspiration for “Aging in Place – Naples Style” comes from a local resident who faced challenges as she brought her husband home from the hospital. The family had recently renovated their home without the benefit of expert advice that could have made their home more accessible in light of the new physical challenges they face in the years ahead.
Here on the Paradise Coast, when some think of planning ahead it conjures up thoughts of meeting with financial planners, watching the hurricane forecasts, and making health care choices. Individuals form a generalized plan for the “what ifs” they may face. However, there’s a difference between surviving life’s challenges and taking steps toward sustaining a fully engaged lifestyle. This program is designed to support a satisfying, active lifestyle.
For more information, click on the flyer below…
Listed entities are not affiliated with FSC Securities Corporation.
2012-2013 Year in Review
Webinar: The ABC’s of Planning for Your Future Healthcare
From the comfort of your home or office:
Guest speaker, Joe Chambers – Executive Sales Director, Vi at Bentley Village in Naples, FL
Tuesday, February 26, 2013 | 3:30-4:30 PM
Topics to include:
- Hear about the latest innovations to retirement lifestyle communities
- Understand the questions to ask before you select your plan for your future
- Learn about the important tax savings & strategies
- Understand the various types of communities and contracts
- Learn about when you need a long term care policy
RSVP is necessary to receive instructions to log into this webinar. Instructions and login information will be sent the day before the session.
Kindly respond by February 22, 2013
239-262-6577 or Ciccarelli@CAS-NaplesFL.com