CapWealth

What a night to remember! Our CapWealth Night 2024: Wawa Edition, brought together clients, friends, and professional partners for an incredible evening of meaningful connections and inspiring insights. We were thrilled to have Chris Gheysens, Chairman and CEO of Wawa, Inc., as our special guest speaker. Chris shared an intimate and unique perspective on the iconic business and brand we all know and love. The evening wouldn’t have been the same without the magic created by Wawa, Inc. Catering Team, who helped us transform our conference room into a one-night-only Wawa pop-up shop! Guests enjoyed Wawa classics, with a twist, like a Mac and Cheese bar, Cheesesteak bar, and mini seasonal Gobbler cups, paired with creative touches like the Goostini—a delightful twist on Wawa coffee. Special thanks to Ashley Craven for beautifully capturing the spirit of the night, helping us relive all the moments and connections that made it so special.

Last week, we were excited to launch our CapWealth Morning Huddle program! We were happy to host an insightful session led by guest speaker Charlie Muracco from CLM Advisors on Business Profitability. Our goal? To Enlighten. Connect. Inspire. every participant and bring together professionals for powerful learning and collaboration. A big thank you to Charles Muracco, CPA, CGMA for helping us set the tone for an impactful series ahead—and to everyone who joined us to make this kickoff a success! Here’s to more meaningful discussions and shared growth.

?? Exciting News! ?? This morning, Michelle Nocito was the special guest on Dena Blizzard's One Funny Mother Facebook Live show, where they dove into the important topic of "The Sandwich Generation." ???? The session was fun, interactive, and incredibly informative, addressing real issues that are on the minds of so many. From balancing caregiving responsibilities to managing personal well-being, the conversation was both eye-opening and relatable. Thank you, Michelle Nocito MBA, CRPC ?, CDFA? and Dena Blizzard, for shedding light on these critical challenges and providing valuable insights! ???? Today was session 1 of a 5 week series! Tune in Tuesday mornings @ 8:30am to the One Funny Mother Facebook live show for what promises to be delightful and insightful discussions, blending humor and valuable insights into financial wellbeing. Below is the link to view full conversation with Michelle and Dena. https://lnkd.in/eTaFezMq #SandwichGeneration #Caregiving #OneFunnyMother #MichelleNocito #DenaBlizzard #FacebookLive #InformativeSession

?? Reflecting on our event earlier this week, the March To College Madness, hosted by CapWealth! ?? We had an incredible morning discussing the crucial journey to college with the K-8 parents from OLGC. Marsha Comegno, from Journey Education Consulting, shared her process of meaningfully preparing students for college by expertly guiding families through navigating the academic and social considerations essential for finding the perfect fit for their student. Mark Caprarola, CRPC?, of CapWealth, opened up the conversation about the financial aspects of college and how it relates to the broader financial planning picture for families. Thank you Tara Matteo Banasz and Elizabeth Kirchner and OLGC PTA for your enthusiastic partnership.?And thank you to everyone who attended! ?? #MarchToCollegeMadness #CollegePrep #FinancialPlanning #FamilyJourney

Welcome to CapWealth Nicole!

Earlier this week, we hosted a heartwarming gathering of incredible women at CapWealth’s Galentine and Gratitude Night. The event was filled with laughter, meaningful conversation, and the warmth of genuine connections. We're grateful for moments like these that remind us of the incredible people we have the privilege to surround ourselves with. A big thank you to Michelle Nocito MBA, CRPC ?, CDFA? for opening her heart and sharing her story. Your vulnerability and honesty were truly inspiring. And of course, thank you to One Funny Mother for making us laugh and adding to the joy of the evening. Let's continue to uplift and support one another, both personally and professionally. Here's to more moments of connection and gratitude.? ?? Tara Ritting-Hinshillwood