Chautauqua Speaks

Bridging Generations: Preparing for Life’s Transitions with Purpose and Harmony

SPEAKER:

Kim Ciccarelli Kantor, CFP, CAP, is President and Co-founder of Ciccarelli Advisory Services, Inc., a Family Focused Wealth Management RIA firm with offices in Naples, Florida, and Rochester, New York. With over 40 years of experience, she specializes in multi-generational comprehensive planning, helping families navigate wealth, philanthropy, and communication. Kim co-authored Preserving Family Wealth and Peace of Mind and has served as a columnist, guest lecturer, and board member for numerous charitable and professional organizations. Recognized by Barron’s, Forbes, and Naples 100, she is a devoted spouse, mother, Nana to 10 grandchildren, 2 great grandchildren, and Dame of The Royal Order of St. Frances I.

Description:

Are you truly prepared for life’s inevitable transitions? Whether it’s planning for retirement, navigating the loss of a spouse, or ensuring your family is ready to inherit and manage wealth, the conversations we avoid today can create confusion and conflict tomorrow.

Join this powerful, thought-provoking session that will help you:

Start essential conversations with your spouse, children, and grandchildren.
Prepare financially and legally for life’s biggest transitions before they happen.
Pass down not just wealth, but wisdom, values, and a spirit of philanthropy.
Create harmony, not discontent, among your heirs.
Empower future generations to manage wealth and responsibility with confidence.

Who should attend?

Couples planning for retirement or later-life transitions.
Parents and grandparents wanting to create lasting family harmony.
Philanthropists seeking to involve their family in charitable giving.
Anyone who wants to ensure their family is prepared for the future.

What you can hope to gain:

Actionable strategies for holding meaningful family conversations.
Insights into legal and financial preparedness.
A guide to teaching the next generation about wealth responsibility.
Tools to plan for cognitive health, special needs, and more.