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.

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!
  • 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!

 

Make Money, Not Excuses Week 5: It’s Never Too Late to Make Money or START!

Your Homework Assignments this week:
Complete Chapter 9

Make Money Not Excuses Book

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 7 and 8 in Review

Two Key Take Aways:

Chapter 7: Determine Your Needs in Retirement! Only 40% of women have even tried to calculate the amount of money they will need to live on in retirement. Make sure you are in the other 60%!

Chapter 8: Get Invested! Don’t be afraid- use fear to your advantage. If your not investing and instead letting your money sit in cash or money market account, at the end of the day you are losing money.

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JOIN US NEXT WEEK!

 

Don’t miss our Year End Party
with cocktails and conversation!

November 20, 6:30pm-8:30pm

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 4 Women Are Better Investors Than Men

Your Homework Assignments this week:

  • Complete Chapters 7 and 8
  • Determine How Much You Will Need In and During Retirement- Retirment Calculator
  • No More Excuses! Maximize your Retirement Savings! Watch this Video from our friend Galia Gichon of Down to Earth Finance to Learn How
  • Gain Your Confidence: You are a good investor- even if you don’t know it yet! Read this Article- Women Tend to Make Better Investments Than Men

 

Make Money Not Excuses Book

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 5 and 6 in Review

Two Key Take Aways:

 Chapter 5: Consolidate! Save time managing multiple accounts- merge IRAs, pay off debt on credit and store cards, move all your brokerage accounts to one place and all your bank accounts to one bank

 Chapter 6: Make Time! Set aside 30 minutes or an hour a week to take a money moment.  Real Life Use: work on your buget, review your quarterly statement, set a goal for a trip or purchase-

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Do You Know Where Your Money Is?
Don’t miss our Year End Party
with cocktails and conversation!
 November 20, 6:30pm-8:30pm
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