Broker Check
 

Around the Office - June 2017

| June 13, 2017
Share |

National Safety Month

June is national safety month across the United States. The National Safety Council is constantly working to raise awareness of what it takes to Keep Each Other Safe. Observed annually in June, National Safety Month focuses on reducing leading causes of injury and death at work, on the road and in our homes and communities. At Rocco & Associates we want to focus this month on what it takes to keep you financial lives safe as well. While there is no magic cure for market risk and volatility, there are several other financial planning strategies that will increase your asset protection. One, and often the most overlooked, is liability insurance. If you save 15% or more on car insurance in 15-minutes or less, did you sacrifice the protection that you need? One auto accident over coverage limits could drain a majority of your savings and force you to rely on you retirement accounts more heavily. This concept of asset protection also goes for your life, health, homeowners, and even long-term care risks. As part of our service to our clients, we assess these policies at no additional cost, providing recommendations where appropriate. We hope you will join us this month as we help our clients protect their assets!

Summer is Here!

As a reminder, Rocco & Associates will be sponsoring two family movie nights this summer at Fairfield’s Jennings Beach. The first of these will be held this month on June 23rd with the second on July 21st. The party gets going at 6:30 P.M. with dancing on the beach for the whole family. The movie will begin at dark, usually between 8:30-8:45. So pack the family up, grab your favorite beach chair, snacks and come on down! The specific movies that will be shown will be posted to the town’s website as the date draws nearer (www.fairfieldrecreation.com). In the event that you are not a resident of Fairfield but would still like to attend, a $20.00 per car fee will be assessed at the gate. Hope to see you all there!

Welcome Carly & Sam!

Please join us in welcoming Carly Elliott and Sam Pulie as our summer interns!

Carly joined Rocco & Associates in the spring of 2017. She is an upcoming junior at Bentley University pursuing a major in finance and a minor in management. On campus Carly is an accounting and finance tutor and is President of the Bentley Equestrian Team. She is also actively involved in philanthropy and manages a community service organization through Bentley. Carly resides in Ridgefield, CT where she is an avid equestrian. She is looking forward to the opportunity to become part of the Rocco & Associates team this summer and to learn as much as possible about the financial planning business.

Sam is currently a rising senior at Fairfield University, pursuing a B.S. in finance. The constant change and evolution of today’s financial markets fascinate him as he is eager to pursue a career in the financial industry. After graduation, Sam hopes to continue his career in finance. This summer he is hoping that during the internship he will be able to learn about the different areas of the field to assist him in determining what path in the business he will pursue. Returning from his semester abroad in Florence, Italy he brings a passion for travel and new experiences, as well as an appreciation for fine Italian cuisine. After having grown up in Fairfield, Sam is eager to return and be a contributing member to the Rocco & Associates team.

You should also see more familiar faces around the office, as both Chris Flynn and Patricia Dalton, our spring interns, have returned this summer in coordinator roles. Their passion for serving our clients and making Rocco & Associates a better place to work made it an easy decision to bring them back!

Share |