Broker Check
 

Around The Office - February 2019

| February 13, 2019
Share |

The Next Generation

Rocco & Associates Wealth Management is a multigenerational business, and we are fortunate to have families who have been our clients for several generations. In fact, we are proud to say that many of our youngest clients are the grandchildren of the firm’s original clients. Why are we proud of this fact? Because it shows that we have been able to successfully transfer wealth across three generations; from the baby boomers to generation x and now to the millennials. With careful planning your wealth doesn’t just have to pass on to the next generation, but instead can help you shape a legacy and open doors for your children, grandchildren or even a charitable endeavor that you are passionate about?

This February, we want to take time to highlight the importance of wealth transfer planning, and are making it easier than ever for our clients to review their plan. All of our articles, blog posts, and events will be centered on helping our clients leave a legacy that will span generations (just like R&A!).

Estate Planning Grab ‘N Go

Stop by Colony Grill in downtown Fairfield on March 6th for our first Grab ‘N Go event of the year. Come by, drop of your estate planning documents, and grab a pizza to go! We have partnered with a local law practice, Russo & Rizio, LLC, to review your estate planning documents. After we review, we will reach back out with any suggestions that we may have. We will be at Colony from 5:30pm to 7:30pm so feel free to stop by and drop of your documents or come with questions if you are just looking for a place to start your estate plan. Click here to register.

Our Spring Interns Have Arrived!

Please join us in welcoming Samantha VanZile and Mathew Book!

Samantha VanZile – Business Development Intern

Samantha is from Kinnelon, New Jersey and joins the team for the Spring 2019 semester.  She currently attends Fairfield University where she is studying Marketing. Since attending Fairfield University, Samantha joined the Residence Hall Association Executive Board for her dormitories, as both a Marketing Specialist and Secretary. She is currently a student leader at the Shadow a Stag Program, where she shows prospective students around campus and brings them to her classes to display the daily life of a Fairfield student. Samantha is an active member of the Finance Club, Marketing Club, and the National Foreign Language Honor Society; Alpha Mu Gamma. Academically, she made the Dean’s list her first three semesters at Fairfield University. Samantha spends her free time running her non-profit organization, Kommunity Kids and enjoys reading, exercising, and rooting for her favorite sports teams, the New York Yankees and Denver Broncos.

 Matthew Book – Financial Operations Intern

Matt is a Finance and Economics double major attending Fairfield University and joins the team for the Spring 2019 semester. Before his time at Fairfield he attended St. Louis University High School in St. Louis, MO where he was a member of the water polo and swim teams and was a features editor for the weekly school newspaper, the Prep News. He is currently a member of the Fairfield University Alpine Team and spends his weekends skiing slalom and GS at various mountains in the northeast. He is also an active member of the Finance and Investment Banking clubs. Additionally Matt has made the Dolan School of Business Dean's List his first three semesters at Fairfield and helps to lead class activities in his position in the Fairfield University Student Association. In his free time Matt enjoys doing anything related to cars, trapshooting, free skiing, horseback riding and reading non-fiction books and National Geographic magazines. 

 

Share |