BEGIN:VCALENDAR VERSION:2.0 PRODID:-//wp-events-plugin.com//7.2.3.1//EN TZID:America/New_York X-WR-TIMEZONE:America/New_York BEGIN:VEVENT UID:1783@aboveboardchamber.com DTSTART;TZID=America/New_York:20240215T110000 DTEND;TZID=America/New_York:20240215T133000 DTSTAMP:20240202T175602Z URL:https://www.aboveboardchamber.com/events/fort-myers-empowering-your-wa llet-strategies-for-taking-control-of-your-financial-future/ SUMMARY:Fort Myers: Empowering Your Wallet: Strategies for Taking Control o f Your Financial Future DESCRIPTION:https://youtu.be/5mKbC3STvWM\n\nUpdated Date!\nThursday\, Febru ary 15th\nAs we delve into the month of February\, often associated with l ove and romance\, let us redirect our focus towards another form of affect ion – self-love through financial empowerment. In our upcoming meeting\, "Empowering Your Wallet: Strategies for Taking Control of Your Financial Future\," we recognize February as an opportune time to express care for o ur financial well-being. This month serves as a reminder to cultivate a he althy relationship with our finances\, ensuring they align with our long-t erm goals and aspirations. Join us for a panel discussion and workshop tha t will guide you in nurturing a financially secure future. Let's make this month not only about matters of the heart but also about investing in our financial well-being\, laying the groundwork for a prosperous and secure tomorrow.\n\nOur emcee:\n\nPatrick Neale\, Patrick Neale &\; Associates : Patrick is an attorney\, civil mediator and arbitrator who practices law in the areas of business &\; entrepreneurial law\, construction and co ntractor law\, land use &\; zoning\, real estate\, government &\; ad ministrative law and bankruptcy. He is also a mediator and arbitrator. Pat rick moved to Collier in 1987. He has served on and chaired many local cha rity boards and is currently Secretary to the board of Avow Hospice. He ha s received numerous awards of distinction for his community and profession al service. Patrick is an adjunct professor at FGCU. Patrick sits on the E xecutive Council of the Above Board Chamber of Florida.\n\nOur Panelists:\ n\nColin McCarthy\, CFA® Vice President | S. FL Market Leader U.S. Wealth Advisory | BlackRock &\; iShares Colin McCarthy\, CFA®\, Vice Preside nt\, is a Market Leader in South Florida\, representing BlackRock &\; i Shares. In his role\, Colin is responsible for delivering the Investment P roducts &\; Portfolio Construction capabilities for BlackRock\, the Wor ld's Largest Asset Manager with ~$10T in AUM. During his time at BlackRock \, he has won numerous Awards for Leadership &\; Sales Results. Colin i s a Chartered Financial Analyst &\; lives with his Wife in Fort Lauderd ale.\n\nJoseph S. DeSena\, CFP®\, MBA\, is a Managing Director and founde r of Siena Wealth Advisory Group. Joe began his career as an advisor in No vember 1994\, and has been one of the top 100 Financial Advisors at Amerip rise for twenty-one consecutive years (1999 – 2019). Joe has trained ove r 600 financial advisors across the country. He has been recognized as a F orbes Best-In-State Advisor for 2020 &\; 2021. Joe has been quoted as a financial expert in publications such as Newsday\, Long Island Business N ews\, Worth Magazine and was featured on the cover of Financial Planning M agazine. Currently\, Joe and his Siena colleagues manage $1.3 billion in c lient assets. Siena has offices in Saddle Brook\, New Jersey\, Melville\, New York\, New York City and Naples\, Florida. Joe is currently training t o do a full distance IRONMAN – "Anything is Possible!"\n\nKerri Goldsmit h\, CFP®\, CRPS®\, AIF®\, CDFA® is a Senior Financial Advisor with HBK S® Wealth Advisors Fort Myers office since 2009. She provides financial p lanning\, investment management\, and protection planning services in addi tion to working with business owners on qualified retirement plans and fin ancial wellness education to their employees. She is featured in 2023's Wo men to KNOW in Florida\, and was an APEX Award finalist. A member of the F inancial Planning Association and the Estate Planning Council\, Kerri has chaired the firm's financial planning committee and especially enjoys bein g a mentor to young professionals. Beyond work\, she is very involved in g iving back to the community as a Rotarian and volunteering with local non- profits.\n\nCarolie Burroughs\, SBC Investment Management Chief Investment Officer has more than 30 years of experience in the financial services in dustry and has spent most of her career serving institutions and individua ls in need of investment research\, and asset management services and advi ce. In her current role\, she creates and develops new strategies to build and preserve wealth for the future\, as the long-term investing landscape changes. Caroline has a B.S. in Mathematics from the University of Connec ticut\, an M.B.A. from Duke University\, and is a Chartered Financial Anal yst (CFA).\n\nAnthony J. Leopizzi\, CFP®. CLU®\, ChFC®\, CIMA® Private Wealth Advisor President and CEO Verita Wealth Advisory Group has been a Private Wealth Advisor with Ameriprise Financial\, serving the Florida and NY areas for over 30 years. Winning multiple awards\, Anthony is a Five S tar Wealth Manager\, 28 year Circle of Success qualifier\, and in 2014\, A nthony was inducted into the Ameriprise Hall of Fame. Anthony served as pa st President and Chair of the FPA/GHV chapter in NY for 6 years and has be en named a Forbes Best-in-State Wealth Advisor for 2022 &\; 2023.\n\nTh omas Robinson\, Senior Commercial Lender Gulf Coast Business Bank. Thomas Robinson joined Gulf Coast Business Bank as Senior Vice President of Comme rcial Lending in May of 2022. He is responsible for commercial loan produc tion\, portfolio growth and deposit growth. Prior to joining Gulf Coast Bu siness Bank\, Mr. Robinson was Senior Vice President of First Florida Inte grity Bank based in Naples\, FL. He has over 23 years in banking\, and com mercial banking experience in Southwest Florida. Previously\, Mr. Robinson worked with Wells Fargo Bank. He served as Chairman of the FGCU Naples Ad visory Board\, FGCU Athletic Advisory Board\, Former President and Board M ember of The Imaginarium Museum and History Center\, Greater Fort Myers Ch amber of Commerce Leadership Program Graduate.\n\n\n\n \; ATTACH;FMTTYPE=image/jpeg:https://www.aboveboardchamber.com/wp-content/upl oads/2024/01/ABC_FortMyers_Invite_FebMtg_20240131_FinalR1.jpg CATEGORIES:Fort Myers Meeting LOCATION:DoubleTree by Hilton at Bell Tower\, 13051 Bell Tower Dr\, Fort My ers\, FL\, 33907\, United States GEO:26.55136;-81.86832 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=13051 Bell Tower Dr\, Fort Myers\, FL\, 33907\, United States;X-APPLE-RADIUS=100;X-TITLE=DoubleTree b y Hilton at Bell Tower:geo:26.55136,-81.86832 END:VEVENT BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:STANDARD DTSTART:20231105T010000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST END:STANDARD END:VTIMEZONE END:VCALENDAR