When

Monday, August 14, 2017 from 11:30 AM to 1:00 PM EDT
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Where

Naples Hilton 
5111 Tamiami Trl N,
Naples, FL 34103
 

 
Driving Directions 

Contact

Jeanne Sweeney 
Above Board Chamber of Florida 
239-910-7426 
jeanne@aboveboardchamber.com 
 

Naples:How to Avoid the 7 deadly sins of Finance August 14 at Hilton Naples!

 In the financial world, many believe there are seven deadly sins in matters of finance…categories of vices into which most all of our financial wrongdoings fall. Join us as we explore the pitfalls of finances and learn the best ways to avoid them.

This meeting is being sponsored by David M Kover at David M. Kover & Associates, LLC and  Michelle Graham, Owner of Siesta Pebble, Inc.

Meet our panelists:

  •  David M. Kover, CFP®, C(k)P® - Financial Advisor & Founding Partner, Vertical Financial Group  For three decades, David M. Kover, CFP®, C(k)P®, has been assisting business owners, executives and retirees with comprehensive financial planning services and helping them to reach their financial planning goals and objectives. He takes pride in serving as a “family CFO,” to provide financial clarity and direction, coordinating all of the elements of financial planning, including insurance, taxes, estate planning, and investments, particularly as they relate to retirement planning.   
  • Linda Lowery , Vice President at Encore Bank We are proud of our competitive products, Mortgage loans, Commercial Real Estate loans,with local decisions. Our professional private bankers seek to establish longstanding relationships, earn your trust and remember your name. Our offices are designed to provide a comfortable enviroment, with financial resources to meet your banking needs
  • Karen Mosteller, CPA, CHBC at Markham, Norton, Mosteller Wright & Company, P.A Karen has worked in public accounting since 1986 and was named a partner with Markham Norton Mosteller Wright in 2000. She has been recognized for providing strategic business solutions for medical and dental practices. Karen and her experienced team take physicians and practices through various stages of consulting, from strategic planning to implementation of marketing, financial, and operational plans. She understands how a successful practice operates in all phases, from start-up to growth, which enables her to assist clients with practical advice.
  •  Giovanni Matita is the Area Manager of Southwest Florida for Marketplace Home Mortgage L.L.C. Giovanni has counseled hundreds of families on how to purchase and refinance their homes with most of his business coming from repeat clients, client referrals, and realtor referrals. As a SWFL resident for 20+ years let Giovanni be your local mortgage lender for life.  In Giovanni’s words, “You think about home financing a few times in your life – I think about it every single day!”

Our emcee: Timothy J. Cartwright is a partner at Fifth Avenue Advisors, LLC specializing in venture capital, private equity and mergers & acquisitions.  Prior, he co-founded By-Products Interactive, an electronic trading, market research and publishing company; and Benchmark Solutions, a supply chain consulting company.  He began his career working with middle market companies at Arthur Andersen in Chicago, Illinois.  He resides in Naples with his wife and three children.  He is a softball coach, a soccer coach, and an active member of First Baptist Church of Naples.


Thank you to our sponsors

                Michelle Graham owner of  Pool Renovations at Siesta Pebbles , Inc. is dedicated to creating an extraordinary pool experience for all of Southwest Florida! We are a family owned and operated business that prides itself on quality work with exceptional customer service. Siesta Pebble is proudly celebrating our 20th Anniversary! We’re so grateful to our many loyal customers that have helped us successfully stay in business all these years! Thank you for allowing us to be of service! 
                David M. Kover and Associates has been helping people like yourself plan for their future for twenty years. In fact, our common sense approach to Financial Planning has helped hundreds of people sort through the maze of choices investors are faced with today. Busines planning, college funding, estate planning, long term care insurane and retirement planinning are just some of the areas we specialize in today.
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Our featured non-profit is "Party with a Purpose 4!" September 9TH
Go here for ticket information http://tinyurl.com/y7qpu7o8 
with Barbara and Daniel Melvin!
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Lee County Information below!
Our Ft. Myers meeting will be held on Thursday, August 10th at Pelcian Preserve and the topic is  Lee County: The Art of Persuasion and Negotiation and here is their link for more information and to RSVP  http://tinyurl.com/y837ek74  or go to www.aboveboardchamber.com

 

Special thanks to our 2017 yearly sponsors

CONRIC PR and Marketing

Fuller Online Solutions

E. Sue Huff and Associates

Pulse Technology Solutions, LLC

Spada Salon & Day Spa

Your Walking Billboard

Charlie McDonald Photography

Lady in Pink Photography

Signarama North Ft, Myers