Education

Conversations with Women

Catamount Management Conversations With Women SeriesEducation is a key component in all of our relationships at Catamount Wealth Management. Our goal is to not only keep our clients informed, but to also provide education to the community so that all investors can make more informed decisions regarding their financial futures. We will continue to offer ongoing educational seminars as we have in the past but have incorporated a special focus that we started in 2012. We are excited to launch our Women’s Initiative: Conversations With Women; with a goal to have financial conversations with as many women as possible.

The premise of addressing female investors in particular is not a new one, but our approach will be. Through thoughtful and strategic alliances with other professionals in the community, we have created a network that will provide safe, non-threatening resources for women and will allow them to begin taking action in their finances. We have and will continue to host seminars and workshops, as well as one-on-one sessions, that will allow women to put their financial anxieties to rest and get a better night’s sleep.

Events

Please join us as we host seminars and workshops where women can discuss and learn the importance of taking an active role in their finances.

Strategy Sessions

To schedule a strategy session, please click here to email Jenn Huisking.

MATRIMORPHOSIS: The Emotional Transformation of Women into Wives

Schlumberger Barrons
WEDNESDAY May 20 at 6:30 pm

Join us for a talk with Dalma Heyn
Co-sponsored with: Catamount Wealth Management

Over a decade ago, when author and psychotherapist Dalma Heyn saw national statistics showing stunningly high rates of depression among young wives, she investigated. Women admitted to her that they often didn’t “feel like me” anymore in their intimate relationships, a mysterious loss of self that Dalma traced to an historical event she calls “Matrimorphosis.”

Ms. Heyn will speak about why women of all ages, at home and at work, are still asking: “What Do I Have to Do to be Heard?” She’ll answer the question, and talk about why this moment is ripe for women to get what they want.

Dalma Heyn, a celebrated Westport author, cultural critic and psychotherapist whose focus on the elusiveness of pleasure in women’s lives has hit a nerve worldwide, is the bestselling author of The Erotic Silence of the American Wife; Marriage Shock and Drama Kings: The Men Who Drive Strong Women Crazy.

For more information contact Jennifer Huisking, Director of Client Relations | 203.226.0603 or jhuisking@catmg.com

» See our Followup Workshop – Part 1 Here
» See our Followup Workshop – Part 2 Here

Click here to Download the Matrimorphosis flier.


MoneySmart: Conversations With Women At The Westport Library – Part 1

Schlumberger Barrons
TUESDAY May 12 at 6:00 pm

PART I: What’s Your Money Story?

Laurie Stefanowicz & Jennifer Huisking, Catamount Wealth Management
What does it take to get your finances in order – really? If asking that question stirs up some anxiety or uncertainty, we understand. Join us for this workshop if you want a greater sense of financial calm and control. Learn what you need to change or fix so you can make the right choices and have the life you envision.

For more information contact Jennifer Huisking, Director of Client Relations | 203.226.0603 or jhuisking@catmg.com

Click here to Download the MoneySmart flier.

» See Part 2 Here


Women and Wealth: Learn what every woman should have in her financial plan

SWomen & Wealth
THURSDAY April 23 at 7:00 pm

Learn what every woman should have in her financial plan. Join local professionals for a lively discussion in celebration of Money Smart Week.

Eric J. Broder, is a founding member and partner at BRODER & ORLAND LLC. He is an AV PreeminentTM rated attorney by Martindale-Hubbell®, the highest possible rating in both legal ability and ethical standards, earned through a strenuous peer and judicial review procedure. Eric has extensive experience with all divorce-related issues, including child custody, alimony and child support, property distribution, business valuation, prenuptial and postnuptial agreements and post-judgment issues.

Galia Gichon is an independent personal financial expert with more than 19 years of experience in financial services, including nearly 10 years on Wall Street and an MBA in Finance. She founded, Down to Earth Finance, where she offers individual sessions and seminars to address personal financial needs and concerns. Her speaking includes Freelancers Union, Barnard College’s Financial Fluency Program, and Athena Center for Leadership. She has been quoted in CNN, The New York Times, Wall Street Journal.com, and much more.

Heather J. Lange is a principal of Brody Wilkinson and is a member of the firm’s Trusts & Estates and Dispute Resolution Groups. Ms. Lange practices in the areas of estate planning, trust and estate administration, estate settlement, and probate, trust and fiduciary litigation. She represents high net worth individuals and family groups with the preparation of sophisticated wills, revocable trusts, private foundations and charitable trusts and when necessary, litigates probate proceedings.

Laurie Stefanowicz VP, Managing Partner of Catamount Wealth Management. Catamount’s mission is to provide high net worth individuals, small business and their families with investment solutions that create, build and preserve wealth. In 2012, Catamount launched their firm’s educational initiative, Conversations with Women, encouraging women to take an active role in their financial futures.

For more information contact Jennifer Huisking, Director of Client Relations | 203.226.0603 or jhuisking@catmg.com

Click here to Download the Women and Finance flier.


Women and Finance

Schlumberger Barrons
WEDNESDAY October 22 at 6:30 pm

Mahnaz Mahdavi, professor of Economics and Director of Center for
Women and Financial Independence at Smith College, speaks on the
need for improvement in women’s financial literacy.

Co-sponsored with: Catamount Wealth Management

ADDITIONAL SEMINARS IN THIS SERIES

Wednesday October 29, 6 – 7:30pm
Investment Lingo: What You Need to Know
Learn how to “talk shop.” We will discuss terms and definitions of
investment vehicles, account types and statements. Understanding what
you have and what it means is the first step in achieving your financial goals.

Wednesday November 5, 6 – 7:30pm
I’m In Charge! 5 Simple Steps for Managing Your Finances
Learn 5 action steps you can take to better manage and take control
of your finances.

Click here to Download the Women and Finance flier.


Have You Had the Conversation, YET?

Follow up workshops on these topics will be held at Catamount,
943 Post Road East, 2nd floor, on October 1, October 8, and October 15.
The events will run from 11am – 12 noon.

Have You Had the Conversation Yet is a panel presentation,
moderated by Laurie Stefanowicz and Jenn Huisking of Catamount Wealth
Management. The presentation will cover such topics as the importance
of understanding your finances, reevaluating and updating your estate
plan, options for long – term care, and tips on how to start these
conversations with family members.

Click here to Download the Y’s Women Newsletter flier.

Schlumberger Barrons


Catamount in the News!

Catamount Wealth Management has been recognized in  The Hour for our work as sponsors and hosts of a program by the Connecticut Women’s Hall of Fame. “Celebrating 300 Years of Connecticut’s Remarkable Women”.  A successful  joint event we did with Westport Historical Society. For more information click here

 

ct hall of fame news