Webinar: New Financial Strategies in Unprecedented Times

The Above Board Chamber invites you to our webinar “New Financial Strategies in Unprecedented Times!” on October 8, 2020 in our own home from noon to 1:30 p.m.

The fluctuation in our economy has certainly been a cause for concern in 2020 as the COVID-19 pandemic has affected the entire world. Getting through this safely and with your finances intact can be stressful and difficult. Our panel of experts will pass along advice and tips on how to stay financially fit through this crisis.

or directly here: https://us02web.zoom.us/webinar/register/WN_dx0lmibOQpGZnxR5KmYiEw

Our featured non-profit is Best Buddies of Southwest West Florida

This meeting is being emceed by Jeanne Sweeney CEO/Founder Above Board Chamber of Florida

Meet Our Panelists / Sponsors
Joseph S. Sena, CFP®, MBA Private Wealth Advisor/ Managing Director, Siena Wealth Advisory Group Joseph joined Ameriprise in November 1994 and has been a member of the Chairman’s Advisory Council, top 100 advisors at the firm, since 1999. In 2020, Joe was named Best-in-State Wealth Advisor by Forbes. Joe trademarked a simplified financial planning process titled “The Great 8 Formula”. His focus is helping our clients create wealth, protect their wealth, and preserve a legacy

Anthony J. Leopizzi, CFP®. CLU®, ChFC®, CIMA® has been a Private Wealth Advisor with Ameriprise Financial, serving the Florida and NY area for over 30 years. Winning multiple awards, Anthony is a Five Star Wealth Manager, 28 year Circle of Success qualifier, and in 2014, Anthony was inducted into the Ameriprise Hall of Fame. Anthony served as past President and Chair of the FPA/GHV chapter in NY for 6 years

Murat Dorkan, CLU Dorkan Financial Group, Inc. He Graduated with a B.S. in finance and Business Management degree from Towson University and began his financial services business helping people make smart decisions with their money and protect their wealth. He further went on to advance his education by obtaining his CLU designation. Murat has been a leading advisor and top producer since 1992. Humble is his top characteristics he always wants to help and give back.

Stacey Adams, Financial Advisor, Alliance Financial Group Adams spent nearly 25 years working as a television news anchor, prior to starting her second career in the financial services industry. Today, she draws on her unparalleled communication skills to informing clients of their financial well-being and delivering solutions that advance their interests. While providing clear, concise, and customized strategies, Stacey specializes in providing life insurance solutions, investment plans, comprehensive savings plans, and ongoing client education. Whether working with women business owners, individuals, or families, Stacey makes it clear that “your financial future is more than just a DIY project.

Caroline Burroughs, MBA, CFA Financial Advisor, Raymond James & Associates. For 30 years, Carolie held various positions in insurance and investment management before being offered the privilege to serve individuals and families as a trusted advisor. Her mission is to help people achieve the success and financial independence they desire through proper planning and mindset. Carolie is a Chartered Financial Analyst (CFA®), and a graduate of Duke University and the University of Connecticut

The cost of this Zoom program will be just $10 for members and non-members. We are doing our meetings on Zoom for the next few months. Our focus will be on subjects that will help you during these trying times. Once we know it is safe for us all to meet in public, we will go back to our regular meeting places. If you need help in any area, please let us know so that we can get you the proper information that will help you. You can email the chamber at Jeanne@aboveboardchamber.com, or you may call me at 239-910-7426. Special thank you to CONRIC PR and Marketing for helping us set up this up coming ZOOM program. Price is just $10 for members and non-members.

or directly here: https://us02web.zoom.us/webinar/register/WN_dx0lmibOQpGZnxR5KmYiEw

We may all need to be apart from each other at this time, but helping each other will be the focus of our chamber. Apart we can learn to be better, so when we are back together, we will be stronger! All those who register and paid their $15 for our program will be sent a copy or this webinar after the program is complete.

Jeanne Sweeney, CEO/Founder
Above Board Chamber of Florida