Understanding the 2018 new tax reform with Ryan Sheppard, CPA

Friday, March 2, 2018 11:30am-1:00pm at the Boathouse Restaurant at Saugatuck Rowing Club in Westport.

Join us for a food & finance “working” lunch. Ryan Sheppard, CPA, will lead the discussion on what the new tax reform means, in layman’s terms, and how they affect you.

Space is limited so please contact us if you wish to attend no later than 2.26.18. Call 203.226.0603.

What to expect from the markets in 2018

Thursday, March 22, 2018, 6pm-7:30pm at Pequot Library, 720 Pequot Avenue, Southport, CT.

Join us for an important discussion about the markets, what to expect and strategies to consider in 2018 and beyond. Refreshments and light fare will be served.

Please RSVP by 3/15/18 by emailing info@catmg.com or calling 203.226.0603.

Investing 101- Part 1 -What every woman should know!

 Wednesday, March 28, 2018 – 6pm-7:30pm – Wilton Library, Wilton, CT

Learn how to “talk shop.” This seminar will go over terms and definitions of account types, investment vehicles, and statements. Women face different challenges when it comes to finances; so understanding what you have and what it means to you is the first step in achieving your financial goals.  In addition, we will learn what it takes to get your finances in order.

Women and Wealth

Women are not only a driving force in today’s economy, but are also key decision makers in both business and family financial arenas. Women often make or share a large portion of the responsibility of the family’s financial decisions and yet women remain far behind in many areas of financial planning as well as overall financial knowledge and confidence. This seminar will be full of information from simple terms and definitions to investment strategies.

Investing 101 – Part 2 – Money Mistakes: Are you making them?

Wednesday, April 4, 2018 6:00-7:30pm Wilton Library, Wilton, CT

Money Mistakes — Are You Making Them?

Everyday investors are overwhelmed with access to information and financial frenzy in the media. It can be easy to lose sight of simply investing. Learn some

common money mistakes and rules of thumb that may be causing confusion and misguided expectations. This seminar will talk about ways to avoid them and stay on track to achieve your financial goals.

Women and Wealth

Women are not only a driving force in today’s economy, but are also key decision makers in both business and family financial arenas. Women often make or share a large portion of the responsibility of the family’s financial decisions and yet women remain far behind in many areas of financial planning as well as overall financial knowledge and confidence. This seminar will be full of information from simple terms and definitions to investment strategies.

Estate Planning & the 2018 tax reform with Ed Marcantonio, J.D.

Wednesday, April 25, 2018 6:00-7:30pm – Blackstones Grill in Southport, CT

Join us for food & finance as Ed Marcantonio. J.D., leads the discussion on how the 2018 tax reform affects the federal as well as local estate laws.

Space is limited so please call 203.226.0603 by 4.15.18 to register.

Westport Senior Center- Money Talk

Thursday, May 3, 2018 – 5-6:30pm, Senior Center, Westport, CT

Laurie Stefanowicz will lead the conversation about all things money: investing, budgeting, cash flow; gifting and other timely financial topics.

Finance and Marketing for Freelancers and Entrepreneurs

Thursday, March 16, 2017 at the Wilton Library: 137 Old Ridgefield Rd Wilton, CT

Please join us for this educational event and share with your friends. We look forward to seeing you. Feel free to call Catamount Wealth Management at any time for more info, 203-226-0603.

Finance Fundamentals for Freelancers & Entrepreneurs

Thursday, March 2, 2017 at the Wilton Library: 137 Old Ridgefield Rd Wilton, CT

Please join us for this educational event and share with your friends. We look forward to seeing you. Feel free to call Catamount Wealth Management at any time for more info, 203-226-0603.