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UID:1785@aboveboardchamber.com
DTSTART;TZID=America/New_York:20240212T110000
DTEND;TZID=America/New_York:20240212T133000
DTSTAMP:20240209T193057Z
URL:https://www.aboveboardchamber.com/events/naples-empowering-your-wallet
 -strategies-for-taking-control-of-your-financial-future/
SUMMARY:Naples: Empowering Your Wallet: Strategies for Taking Control of Yo
 ur Financial Future
DESCRIPTION:As we delve into the month of February\, often associated with 
 love and romance\, let us redirect our focus towards another form of affec
 tion – 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 
 our financial well-being. This month serves as a reminder to cultivate a h
 ealthy relationship with our finances\, ensuring they align with our long-
 term goals and aspirations. Join us for a panel discussion and workshop th
 at will guide you in nurturing a financially secure future. Let's make thi
 s month not only about matters of the heart but also about investing in ou
 r financial well-being\, laying the groundwork for a prosperous and secure
  tomorrow.\n\nOur emcee:\n\nAmelia Biehl\, Associate Professor and Chair o
 f the Department of Economics &amp\; Finance. Dr. Amelia Biehl began servi
 ng as the Chair of the Department of Economics &amp\; Finance in 2021 and 
 is an Associate Professor of Economics. She came to Florida Gulf Coast Uni
 versity in 2016 after serving as Associate Professor of Economics at the U
 niversity of Michigan-Flint from 2014 to 2016 and Assistant Professor of E
 conomics from 2008 to 2014. Dr. Biehl earned a B.S. in Mathematics and a B
 .S. in Economics from Eastern Michigan University\, as well as an M.S. and
  Ph.D. in Economics from the University of Kentucky. Dr. Biehl's research 
 interests include real estate\, public economics\, and entrepreneurship. H
 er research has been presented at conferences held by the National Tax Ass
 ociation\, the American Economic Association\, the Missouri Valley Economi
 c Association\, the Academy of Business and Economics\, and the Southern E
 conomic Association. Dr. Biehl's research appears in the American Economic
  Review Papers and Proceedings\, Real Estate Economics\, the Journal of Ec
 onomics\, Small Business Economics\, and Economic Inquiry.\n\nOur Panelist
 s:\n\nColin McCarthy\, CFA® Vice President | S. FL Market Leader U.S. Wea
 lth Advisory | BlackRock &amp\; iShares Colin McCarthy\, CFA®\, Vice Pres
 ident\, is a Market Leader in South Florida\, representing BlackRock &amp\
 ; iShares. In his role\, Colin is responsible for delivering the Investmen
 t Products &amp\; Portfolio Construction capabilities for BlackRock\, the 
 World's Largest Asset Manager with ~$10T in AUM. During his time at BlackR
 ock\, he has won numerous Awards for Leadership &amp\; Sales Results. Coli
 n is a Chartered Financial Analyst &amp\; lives with his Wife in Fort Laud
 erdale.\n\nAlanna Morey\, CFP®\, APMA® is a Private Wealth Advisor and M
 anaging Director with Siena Wealth Advisory Group. Alanna educates and emp
 owers her clients to take control of their financial situation so that the
 y can achieve financial freedom and peace of mind. Alanna joined the Siena
  team in 2011. In 2023 she was named by Forbes as a Best-in-State Women We
 alth Advisor and Best-in-State Next-Generation Wealth Advisor. She is also
  President of the Ameriprise Women's Empowerment Network.\n\nRyan Hawk joi
 ned HBKS® in 2019 as a financial advisor in the Naples\, Florida office. 
 As a Certified Financial Planner™️\, he works with high-net-worth fami
 lies in the design\, management\, and understanding of advanced financial 
 planning. He began his financial services career in 2004 and\, prior to jo
 ining HBKS®\, held positions with a large Wall Street firm\, a small fami
 ly office\, and Vanguard\, the world's second-largest financial firm.\n\nA
 nthony 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 area for ov
 er 30 years. Winning multiple awards\, Anthony is a Five Star Wealth Manag
 er and a 28-year Circle of Success qualifier\, and in 2014\, Anthony was i
 nducted into the Ameriprise Hall of Fame. Anthony served as past President
  and Chair of the FPA/GHV chapter in NY for six years and has been named a
  Forbes Best-in-State Wealth Advisor for 2022 &amp\; 2023.\n\nStacey Adams
 \, RICP\, Financial Advisor at Alliance Financial Group. Stacey is an awar
 d-winning news journalist who spent more than two decades as a TV news anc
 hor across the country. Now\, as a financial advisor for the past nine yea
 rs\, she utilizes those communication skills to guide clients into becomin
 g the best financial versions of themselves. Life is full of moments\, mil
 estones\, pits\, and peaks. Using insurance\, investments\, and tax strate
 gies... Stacey provides clear\, customized strategies so clients can navig
 ate through it all.\n\nCarolie Burroughs\, SBC Investment Management Chief
  Investment Officer has more than 30 years of experience in the financial 
 services industry and has spent most of her career serving institutions an
 d individuals in need of investment research\, and asset management servic
 es and advice. In her current role\, she creates and develops new strategi
 es to build and preserve wealth for the future as the long-term investing 
 landscape changes. Carolie has a B.S. in Mathematics from the University o
 f Connecticut\, an M.B.A. from Duke University\, and is a Chartered Financ
 ial Analyst (CFA).\n\n
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CATEGORIES:Naples Meeting
LOCATION:Hilton Naples\, 5111 Tamiami Trail N.\, Naples\, Florida\, 34103\,
  United States
GEO:26.2094923;-81.80164909999996
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