Page 4 - Waterways - January '20
P. 4

Page 4, Waterways

      Inaugural Furry Friends And Fancy Things from page 1    •  One-of-a-kind,  custom
                                                         artwork painted by classically
        • A behind-the-scenes fashion buyer experience to travel to   trained artist Nicole Newsted
      New York City with Lady Jetset’s Bethany Sharp in February   exclusively for this event.
      2020 to go on exclusive tours of designer showrooms as Lady     •  A  private  lesson  from
      Jetset buys looks for her Fall 2020 rental collection.  professional race car driver Scott
                                                         Sharp, followed by a private
                                                         lunch with the former Indy and
                                                         IMSA racer.
                                                           • Seven-day/six-night safari
                                                         holiday on the Thulani private
                                                         estate  villa  in  South Africa,
                                                         located  in  the  Blue  Canyon
                                                         Conservancy.              Karen Baum, Herb Baum, Pat Deshong  Carla Pisani, Dr. Fredric Barr, Candy Cane
                                                           Lady Jetset’s Bethany Sharp
                                                         served as fashion chair, Pantelides
                                                         PR & Consulting owner and
                                                         founder Emily Pantelides served
      Jay Zeager, Chef Erik                              as  event  chairwoman,  and
      Pettersen                Herb and Karen Baum       philanthropist Herme De Wyman
                                                         Miro served as international
                                                         chairwoman. A special thank you
                                                         goes out to event sponsors Judie
                                                         and Marty Sweren, Herme De
                                                         Wyman Miro, Herb and Karen
                                                         Baum, Ansley and Philip Dileo,
                                                         Lady Jetset, Frederic M. Barr,
                                                         M.D. of Palm Beach Plastic
                                                         and Cosmetic Surgery, Airbar,  Lauren  Markow,  Lauren Lomangino,  Emily Pantelides, Kameron Westcott,
                                                         Supreme Events, The Benjamin  Nicole Moody                    Bethany Sharp
                                                         School, Land Rover Palm Beach,
                                                         West Elm, Modern Luxury Palm
                                                         Beach, Lytal, Reiter, Smith, Ivy
      Carol  McCormick  and  Felicia Rodriguez and David   & Fronrath, Pantelides PR &
      Ramona Bean              Miller                    Consulting, Wellness Jar Medical
                                                         Spa, Provident Jewelry, Florida
                                                         Power  and  Light  Company
                                                         (FPL), and CBS 12.
                                                           Save the date! Furry Friends
                                                         and Fancy Things will return to
                                                         Pelican Club on Saturday, Nov.
                                                         7. High resolution photos of the
                                                         event are available upon request.

                                                         Inaugural Furry Friends And   Emily Pantelides, Nicole Newsted, Felicia Rodriguez, Bethany Sharp, Celine Pelofi, Ashley
                                                         Fancy Things on page 5    Glass, Suzanne Niedland, Angela Reynolds

      Laura  Pope,  Jessica  Herme De Wyman Miro and
      McGillicuddy             Peter Robbins                                                               3.  EVALUATION: Once your path forward is clearly
                                                                                                           outlined, opportunities you may not have seen before will
                                                                                                           present themselves. We’re here to look them over with you.
                                                                                                           4.  IMPLEMENTATION: Now your vision becomes a
                                                                                                           plan in motion. We apply what we’ve learned about you,
                                                                                                           your life and goals, and begin a closely monitored journey
                                                                                                           towards your financial future.
                                                                                                           5.  ADAPTATION: As life throws its curve balls, we’re
                                                            The Retirement Planning Specialists Crafting Financial   right here. The unexpected can be managed. We will make
                                                               Solutions with Insight and Integrity since 1980  recommendations and provide options for adjusting your
                                                                                                           life and wealth program to suit your comfort level and
                                                                HAPPY NEW YEAR!                            needs.

                                                                                                           Each new year brings new challenges. This year could
                                                            Assessing your Wealth Management Plan for Year 2020 and Beyond  prove to be particularly so. Market volatility and
                                                                  Now is an excellent time to review your financials.
                                                                                                           investment navigation always become a bit more dramatic
      Jason and Nicole Newsted                                                                             during political events. Right now is a good time to take
                                                                                                           a close look at current and future expenses, scheduled or
                                                                                                           otherwise. Our intention is to see that you are comfortable
                                                                                                           with your financial plan, and that you are ready for the
                                                                                                           curve balls that life will inevitably toss at us. We want you
                                                                                                           to be able to retire and only do so one time.

                                                                                                           The experienced team at Asset Advisory Services provides
                                                                                                           you with the strength of a unified approach. Our “big-
                                                                                                           picture” mindset to financial wellness keeps us focused
                                                                                                           on actively retaining your “financial staying power” vs.
                                                                                                           passively pursuing simple “financial management.”

                                                            The team that has the knowledge and credentials to deliver   Our clients rely on us to keep them informed of market
                                                             everything you need to plan for your future. Left to right
                                                            Andrew J Francisco, M. Ed., Associate Advisor; Joseph C.   trends and current events that impact their financial
                                                                      ®
                                                                                                      ®
      Scott Sharp, Bethany Sharp                           Francisco, AIF , Vice President; Curtis S. Francisco, CFP ,   wellness. Throughout each year, we offer educational
                                                             AIF , President; Lori M. Colclasure, CFP , CPA, RICP,   workshops, key-speaker events, and regular “check-ups”
                                                                                           ®
                                                                ®
                                                              CDFA, Wealth Advisor.  Photographer: Scott Steger  to be sure we are doing everything we can to protect and
                                                                                                           grow your assets and investments.
                                                           OUR 5-STEP APPROACH CAN GUIDE  YOU
                                                           SAFELY TOWARDS YOUR FINANCIAL GOALS                      PLEASE CONTACT US FOR A
                                                                                                              COMPLIMENTARY FINANCIAL REVIEW
                                                           1.  DISCOVERY: We challenge previous investment   Asset Advisory Services, Inc., Three Palms Center
                                                           assumptions by looking beyond your immediate financial   2141 Alt. A1A South, Suite 310, Jupiter, FL 33477
                                                           concerns.                                                       (561) 747-9550
                                                           2.  ASSESSMENT: When we are familiar with your goals     www.AssetAdvisoryServices.com
                                                           and investment expectations, we are better equipped to
                                                           navigate you past any roadblocks that may be in the way.  Securities and Advisory Services Offered through Commonwealth Financial
                                                                                                              Network® Member FINR/SIPC, a Registered Investment Advisor.
                                                                                                           Fixed Insurance products and services offered through CES Insurance Agency.
      Erik Pettersen, Felicia Rodriguez
   1   2   3   4   5   6   7   8   9