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Catamount has hand-picked nine professional advisors to talk with 24 attendees, who will eligible to receive 10-minute complimentary consultations. This is an exclusive opportunity to meet a trusted network of professionals and receive unbiased and strategic advice.
There will be two 1-hour sessions 6:30-7:30 and 8-9 p.m. Wine, hors d’oeuvres, giveaways and mingling is involved.
The event is part of Catamount's “Educational & Empowerment” events called “Conversations with Catamount.” Advisors include: Laurie Stefanowicz - Senior Financial Advisor, Teri Walsh - Insurance Advisor, Missy Gaynor - Life Insurance Advisor, Vicki Volper - Divorce Attorney and Mediator, Heather Lange - Estate Planner, Andrea Kawakami - Mortgage Advisor, Susan Neville - Accountant and Carrie Sakey - Real Estate Advisor.
RSVP to Adriana Calousdian at acalousdian@catmg.com or call 203-226-0603.
Catamount Wealth Management is a S.E.C. registered, boutique investment advisory firm, in Wesport. Catamount customizes client portfolios with a diverse basket of individual stocks and bonds.
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