Lee County: "Making Smart Investment vs Just Spending Money!"
When one is investing money or spending money one must first stop a 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 experts who will share with us the keys to keep us on track!
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:
Al Rich, CRPC®, prides himself in his ability to develop an investment plan based on his clients’ goals and values. His strategies take into account the unique situation each client faces to develop a clear path forward. Al received his Chartered Retirement Planning Counselor, (CRPC®) designation through the College of Financial Planning to better serve his clients’ retirement goals. Al Rich served in law enforcement for ten years prior to becoming a Financial Advisor. During his tenure as a police officer he discovered a love for wealth management and a desire to help families avoid the stress that can come with money. This ultimately led him to make a transition to Southwest Florida where he joined the Nolte Wealth Management Group.
Carolie Burroughs is a Financial Advisor with Raymond James. 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.
Angela Cooley a Southwest Florida native, joined the firm in 2002, and is currently a Partner at Markham, Norton, Mosteller, Wright & Company. A graduate of the University of South Florida, she is also a Certified Public Accountant (CPA), as well as a Certified Construction Industry Financial Professional (CCIFP). Providing consulting and tax services with a specialized focus in serving the construction industry, Angela works closely with her clients to guide them in successful tax and strategic business planning.
John R. Huttner founded David J. Hollinger Associates, an executive search firm in 1970, and Hollinger Jobs, a professional recruitment firm in 1994. The Hollinger group began its 48th year in January 2018 recruiting and providing exceptional talent to the Insurance and Finance Industries. Hollinger has offices in NY/NJ, Naples, FL and three locations throughout the U.S., serving the needs of our clients in all 50 states. John is President and CEO of Hollinger, is a former Membership Chair and an active member of the National Insurance Recruiters Association (NIRA), as well as, a member of the Above Board Chamber, the Chamber of Commerce, the HR Collier chapter of Society of Human Resource Management (SHRM), the International Association of Insurance Professionals (IAIP), and the Worldwide Employee Benefits Society. Additionally, he is on the Advisory Board of the Above Board Chamber and Collier Childcare Resources (CCCR). John and his wife, Adele, are full-time residents in Naples, since 2011.
Featured non-profit is Jennifer Benton from Act Abuse Counseling and Treatment ACT ACT is a non-profit agency that serves victims of domestic violence and their children and survivors of sexual assault and human trafficking since 1978 in Lee, Hendry and Glades Counties.
Register Now! Meet our sponsors
Lisa Doyle Mitchell, Relocated to Fort Myers from New York in 2001 with experience in Event Marketing setting up Roadshows for Venture Capitals & Fundraising Events for a Therapeutic Nursery. Positions held here in SWFL Spa Manager with the Spa @ Olde Marco Island Inn & Suites (HER LOVE), Global Health & Healing Events, Expo Marketing started up the Lifestyle Magazine, Mother Earth Radio Show Host for the Warm Mineral Springs & Advertising Sales for the News-Press. Stepped out on her own & created Your Walking Billboard, LLC December of 2012 which supports 3 print publications in our community that target their own unique audience: Happenings Magazine , Family News and Natural Awakenings. Lisa has a love for High Touch Marketing and Strategically Aligning Businesses which enables a win/win and being in Contribution to the Community. Had a personal healing from Multiple Sclerosis back in 2005 which brings her Passion behind an Alternative Approach to healing. Happily Married with a 22 year old Son. Two Cats that runs the house. Loves to Paint, Travel, Music & Sports!
Denise Perchall is the Business Development Manager for AccessPoint HR, a full service Professional Employer Organization that specializes in the outsourcing of: Full Payroll Administration, Workers Compensation Insurance, Human Resources Management, Benefits Management, and Workplace Safety for many local businesses while never forgetting the personal element that is fundamental to all business and employment relationships. She has been in the PEO Industry for 19 years, is well versed and offers a cost-effective alternative to local businesses in the aforementioned areas. Prior to the PEO life, she was in the automotive industry for 13 years handling bookkeeping, payroll, benefits, and office administration. She also grew up in an entrepreneur household.
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Our Naples meeting on the same subject is on Monday, November 5th at the Hilton Naples. For more information on our Naples meeting please go here https://tinyurl.com/yay8kvg5 Or go to www.aboveboardchamber.com You may also call us at 239-910-7426
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