When

Monday, November 5, 2018 from 11:30 AM to 1:00 PM EST
Add to Calendar 

Where

Hilton Naples 
5111 Tamiami Trail North
Naples, FL 34103
 

 
Driving Directions 

Contact

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

Naples: "Making smart investments vs just spending money!" November 5th

When one is investing money or spending money one must first stop and draw a financial roadmap to see if you are going in the right directions, or moving at all. At our November meeting, we will listen to those who will help give us the keys to stay on track!  Please note earlier date!

Thank you to our sponsors

Meet our Emcee:

 Tom Hayden, the Senior Editor at the News-Press Media Group senior engagement editor at The News-Press for the past seven years, Tom Hayden is responsible for delivering the voice of the paper and in the company’s digital products through editorials. He also coordinates the paper’s editorial board and organizes engagement events.  Prior to being named engagement editor, Hayden was Cape Coral editor for The News-Press for 11 years and before that, sports editor for four years.  He arrived in Fort Myers after serving four years as assistant sports editor and sports editor of Gannett’s North Hills News Record from 1992-1996. Prior to North Hills, he was a sports reporter and sports editor at the Marion, Indiana, Chronicle-Tribune for 11 years. Born in Lafayette, Indiana, he is a graduate of Ball State University.

Meet our panelists:

Rep. Byron Donalds, is a Financial Advisor for Wells Fargo. He also is a Republican member of the Florida House of Representatives, representing District 80.  Rep. Donalds is running in the general election on November 6, 2018, after advancing from the primary on August 28, 2018.    Rep Donalds  works hard at Wells Fargo on helping his clients develop strategies for pursuing their financial goals so they make smart investments.

Mindy LaCroix CPA, McWilliams Buckley & Associates Mindy is a Florida native, compliments of the US Navy.  She’s lived in Coral Springs, Lakeland (GO MOCS) and Fort Myers, which has melded her into a ‘Southern Yankee’.  Mindy enjoys art, tennis and travel, and has started to dabble in jewelry design.  In addition to being a CPA, CFP, CAM and Realtor, she is also is involved with many charitable organizations.  She’s pretty much a sucker for any fundraiser that helps kids, animals or the environment.  Mindy will generally give something a try at least once and is proud of the ‘not your normal CPA’ label given to her years ago. Her feeling is that being more open minded and rounded is more beneficial to both her and her clients.

 Jim Wheeler is the Founder and President of ArgoTrak.  ArgoTrak was founded in 2009 and has grown into a multi-million dollar global small business.  ArgoTrak was recognized in 2017 and 2018 on the Inc 5000 fastest growing companies in the US list and in 2018 as a Florida Grow Company to Watch.  Jim Wheeler was recognized in 2018 as a Distinguished Entrepreneur in SWFL.  Mr. Wheeler holds a Bachelors degree in Computer Science and Masters degree in Management.  Mr. Wheeler is proud Veteran having served in the US Army. 

Carolie Burroughs, MBA CFA Financial Advisor Raymond James & Associates Over the past 30 years, Carolie has 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. She designed her workshop series—Happy Brain, Wealthy Life—to educate people on how to improve brain health and find the heart-brain connection that leads to happiness and success. Carolie is a Chartered Financial Analyst (CFA), and a graduate of Duke University and the University of Connecticut.

 

Register Now! Meet our sponsors

David M. Kover, CFP is managing partner of Vertical Financial Group.  Mr. Kover has been helping people plan their financial future for over thirty years. In fact, his “common sense” approach to financial planning has helped hundreds of people sort through the maze of choices individuals face today. Business planning, estate planning, college funding (for children and grandchildren), life insurance, long-term care insurance, and retirement planning are some areas where Mr. Kover assists his clients. Managing partner of Vertical Financial Group, 2015  Founder of David M. Kover & Associates, LLC, 1998 - Manages and/or advises on over $40 million in client assets Certified Financial Planner, CFP™ Certified 401(k) Professional, C(k)P™ Learn more here http://www.verticalretirement.com/who.html

Jim and Christine Wheeler are the owners of ARGTrak, inc We have been a local, veteran-owned, small business in Naples for eight years. We provide GPS tracking solutions, fleet management solutions, ELD and connected camera solutions to businesses and individuals across the globe. Our devices and hardware, sales and support are all USA based. Learn more here https://www.argotrak.com/

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Our Lee County meeting on the same subject is on Thursday, November 8th at the Crowne Plaza Bell Tower Here is their link for more information and to RSVP  https://tinyurl.com/yan8ut7g

Special thanks to our 2018 yearly sponsors

CONRIC PR and Marketing

Spada Salon & Day Spa

Your Walking Billboard

Pulse Technology Solutions, LLC

Charlie McDonald Photography

Lady in Pink Photography

Signarama North Ft, Myers