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UID:1791@aboveboardchamber.com
DTSTART;TZID=America/New_York:20240321T170000
DTEND;TZID=America/New_York:20240321T190000
DTSTAMP:20240321T145200Z
URL:https://www.aboveboardchamber.com/events/wine-wealth/
SUMMARY:Wine & Wealth
DESCRIPTION:&nbsp\;\n\n\n\n\n\n\n\nWINE &amp\; WEALTH\n\nThe Above Board Ch
 amber is thrilled to invite you to a Wine and Wealth Seminar titled&nbsp\;
 "Empowering Your Wallet!"&nbsp\;Join us for an enriching evening of wine\,
  hors d'oeuvres\, and insightful discussions on simple steps to achieve fi
 nancial freedom.\n\nDiscover expert advice and gain valuable insights to s
 et yourself on a path towards a better financial future. Meet Alanna Morey
 \, CFP\, APMA\, a Private Wealth Advisor\, and Joseph De Sena\, CFP\, MBA\
 , Private Wealth Advisor\, both from Siena Wealth Advisory Group\, our pan
 el of experts.\n\nMEETING DETAILS:\n\nThursday\, March 21st from 5PM to 7P
 M\n\nHilton Naples\, 5111 Tamiami Trail N\, Naples\, FL 34103\n\nAttendanc
 e to this event is free\, but seating is limited. RSVP below to secure you
 r spot.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\
 n\n\n\n\nOur panelists:\n\nAlanna Morey\, CFP®\, APMA® is a Private Weal
 th Advisor and Managing Director with Siena Wealth Advisory Group. Alanna 
 educates and empowers her clients to take control of their financial situa
 tion so that they 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-i
 n-State Women Wealth Advisor and Best-in-State Next-Generation Wealth Advi
 sor. She is also President of the Ameriprise Women’s Empowerment Network
 . Alanna is an advisory member of the Above Board Chamber of Florida.\n\nJ
 oseph S. DeSena\, CFP®\, MBA\, is a Managing Director and founder of Sien
 a Wealth Advisory Group. Joe began his career as an advisor in November 19
 94\, and has been one of the top 100 Financial Advisors at Ameriprise for 
 twenty-one consecutive years (1999 – 2019). Joe has trained over 600 fin
 ancial advisors across the country. He has been recognized as a Forbes Bes
 t-In-State Advisor for 2020 &amp\; 2021. Joe has been quoted as a financia
 l expert in publications such as Newsday\, Long Island Business News\, Wor
 th Magazine and was featured on the cover of Financial Planning Magazine. 
 Currently\, Joe and his Siena colleagues manage $1.3 billion in client ass
 ets. Siena has offices in Saddle Brook\, New Jersey\, Melville\, New York\
 , New York City and Naples\, Florida. Joe is currently training to do a fu
 ll-distance IRONMAN – “Anything is Possible!” Joe is an Advisory mem
 ber of the Above Board Chamber.\n\n\n\n\n\n\n
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CATEGORIES:Workshop
LOCATION:Hilton Naples\, 5111 Tamiami Trail N.\, Naples\, Florida\, 34103\,
  United States
GEO:26.2094923;-81.80164909999996
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