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.

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

Women’s History Month- Special Luncheon

“Celebrating 300 years of Connecticut’s Remarkable Women”

 In honor of Women’s History Month,  Catamount Wealth Management along with the Westport Historical Society  will host a special luncheon program by the Connecticut Women’s Hall of Fame ( the Hall).
Katherine Wiltshire, Executive Director of the Hall will present ” Celebrating 300 Years of Connecticut’s Remarkable Women.” An interactive multi-media program that is designed to inspire as it explores the stories of well-known figures such as Ella Grasso, Katharine Hepburn, and Marian Anderson as well as lesser known heroines like Maria Sanchez, Barbara McClintock, and Hannah Watson.
Founded in 1994 in Hartford, Connecticut, the Women’s Hall of Fame fills the void that traditional curricula still fail to address and today stands as the state’s premier source for women’s history.
Join us for an afternoon of inspiration as we explore stories of some of Connecticut’s most dynamic and interesting women.
ct hall of fame
Catamount Wealth Management will be sponsoring  the Luncheon and it will be held on Thursday March 6 from  12 Noon to 1:15 pm.
The Luncheon will take place at the Westport Historical Society located on 25 Avery Place Westport, CT.
Reservation is required please call 203-222-1424 to reserve your spot. Tickets are $15 or $12 for WHS Members. Tickets include lunch.

Financially-Mean in 2014

Thank you for another great year of Conversations with Women. Keep your eye out for upcoming seminars, panel discussions and professional speakers. Our goal is to keep you
FINANCIALLY-MEAN IN 2014 by helping you conquer your financial fears.

Start the Year off on the right track- flex those financial muscles!

  • » Create or re-evaluate your budget: Track what you owe, what you spend, and what you earn. Download your budget worksheet.
  • » Set a Goal and Stick to it.: Set aside more for retirement build up a rainy day fund
  • » Get Rid of Debt: One of the best ways to prepare or thrive in retirement is to reduce your debts. Decide how much more monthly you can contribute to your debts.
  • » Give your Investments a Check Up : How did you do last year? As your needs and wants change in life your investment strategy may need to as well.
  • » Check Your Credit: Your best protection is prevention. Make sure everything is  correct by checking your credit report at least once a year.

COCKTAILS & CONVERSATION THIS WEDNESDAY!

Don’t Miss Our Year End Party!
November 20, 6:30pm-8:30pm
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Westport Woman’s Club
44 Imperial Avenue, Westport CT 06880

Together with friends we will discuss how to get your finances in shape for a fresh start in 2014. What’s Your Excuse?

For more information and to reserve your seat contact Jennifer at 203-226-0603 or jhuisking@catmg.com

Make Money, Not Excuses

Week 6: Ignorance is Not Bliss!  

Your Homework Assignments this week:

Make Money Not Excuses Book

  • Complete Chapter 10- Finish Book!
  • Attend Year End Party-this Wednesday November 20, 6:30pm at the Westport Woman’s Club
  • Update or Review Your Estate Planning Documents
  • Reflect and Reset! Name and set a goal to complete by year end and one for the new year!

Copies of Make Money, Not Excuses can be checked out at Westport Public Library under Conversations With Women.  Also available at local bookstores or amazon.com 

Chapter 9 in Review

Two Key Take Aways:

Retirement Isn’t What it Used To Be: As important as preparing financially for your needs in retirement, is to ask yourself what do you want your life to look like?  How do you want to spend your time?

Make Your Money Last! Many enjoy active lives well into retirement.  Is your money as active as you are?Make sure it is working hard with a plan for growth, income & protection!