Broker Check

Around the Office - April 2016

| April 28, 2016
Share |

Play Ball!

Well, it’s that time of year again when you can drive around your cities and towns and find the baseball fields beginning to come back to life with anxious children ready to make their mark on America’s favorite past time. This year, Rocco & Associates has committed to support Fairfield’s own little league through sponsorship of the Senior Cappy Division of the Fairfield American Little League. With opening day rapidly approaching, all 120 players in the league, which consist mainly of eight year olds, will be adorning the Rocco & Associates logo on their fresh new team jerseys. In addition, our own Eric Johnson will be returning for his third season as a volunteer coach. If you want to come support the teams and take in a day at the ball fields, all of the information on times/locations can be found on the Fairfield American Little League’s website…PLAY BALL!

Dance & Movie Night, Save the Dates

Did you know that there are five public beaches in Fairfield? While, Penfield and Jennings Beaches seem to get most people’s attention, there are actually three other picturesque places to go enjoy Long Island Sound: Sasco Beach, Southport Beach and South Pine Creek. This summer, in conjunction with the Fairfield Parks and Recreation Department, Rocco & Associates will be sponsoring two dance and movie nights at Jennings Beach on Friday June 24th and again on Friday July 22nd, for all to enjoy. Dancing starts at 6:30pm and the movie (TBD) will start at approximately 8:45pm. Specifics on the movie will be announced on the town’s website as the date draws nearer. Pack a beach chair, some snacks and bring the whole family down to enjoy an evening at the movies under the stars. Don’t forget to swing by the Jennings Pavilion near the snack bar to say hello to the Rocco & Associates Team! Nonresidents can also take advantage of these fun activities for just $20.00 per car. Hope to see you all there!

Tax Time

By the time you are reading this communication, tax day will have come and gone and with a little luck, you may even be receiving an unexpected refund. A question that many of our client’s ask is “what do I do with my refund?” And while going out to a fancy dinner may seem fun, it is often a great time to begin working on a new financial goal. It is also a perfect time to review your accounts to ensure that your overall goals and objectives are on track. By now, most of you have no doubt heard about our new goals-based financial software that can help align your expectations with our projections when it comes to your overall financial plan. Please do not hesitate to reach out to find out more.

Welcome Deanna Poidomani

We are excited to announce that Deanna Poidomani has joined our team as our new Client Services Coordinator! Deanna received her Bachelor’s degree in Social Science from Chapman University and her Master’s Degree in Business Administration from the University of Maryland. She has over nine years of experience in the financial services industry. Previously she has worked for Franklin Templeton Investments and Ameriprise Financial. Her experience includes operations, project management and providing administrative support, and specializes in legal transfers. As a firm we place client service above all else, this is just another example of our commitment to you, our clients. Deanna will work closely with Jillian on account transfers, new account openings, and general client support. Please help us welcome Deanna to the R&A team!

Share |