Join first time presenter Matt Santora of Morgan
Stanley Smith Barney as he addresses the financial challenges of "Navigating
Career Transition."
This presentation will illustrate how ensure
that you stay on track with your financial strategy during this time of
transition, by demonstrating the different ways to address both your
short-term and long-term needs. The presentation will cover how to generate
more investment income, possibly decrease your tax bill, and keep your
retirement strategy on track. Finally, we will discuss the different options
available to you regarding your retirement plan, and the advantages and
disadvantages of different types of rollovers.
Matt grew
up in Westport, CT and attended Trinity College. While at Trinity, along with
obtaining a Bachelor of Science degree in Economics, Matt was an NCAA
student-athlete and captain of the varsity football team. Upon graduation, he
joined Morgan Stanley Smith Barney in Fairfield, CT. Matt chose Morgan Stanley
Smith Barney because of the presence the firm has in every major market; as
well as having investment research from some of the world’s most respected
analysts. Matt leverages the resources of the firm to formulate a strategy to
help clients reach their financial goals.
Matt conducts his practice with a commitment to
professionalism, and ensures his clients that he will always act in an ethical
manner, with their needs in mind. He can be reached at
Matthew.Santora@morganstanleysmithbarney.com.
Join first-time CaTS presenter Paton Larkin as he discusses "The New Career
Economy." After describing exactly what "The New Career Economy" is, he will
explain the free service he provides at The Entrepreneurs Source, helping
people consider opportunities beyond traditional job search. Patin will
explain franchising and the role The Entrepreneur's Source plays in helping
people become self-sufficient and self-employed. Paton serves as a coach to
individuals to educate them on the possibilities available today.
For over 25 years The Entrepreneur’s Source has provided thousands of people
with the answers and the opportunities they needed to improve their lives.
Its discovery and education-based method of franchise and business
consulting allows clients to discover opportunities suited for what they are
seeking for themselves and their families.
The Entrpreneur's Source applies a “win-win” approach in four key service
areas:
Franchise / Business Ownership Coaching
Educating individuals in business ownership opportunities
Coaching through personal evaluation of goals and dream attainment
Guiding them through career transitions
As Paton says, "With The Entrepreneur’s Source you can bridge the gap from
employment to empowerment. We coach you through the career transition and
help you discover new opportunities. In other words: we bridge the gap."
Paton is a graduate of Denison University in Granville, OH. Prior to joining
the Entrepreneur's Source, he served as a sales executive for several
floor-covering firms.
Join first-time CaTS presenter Diane Lang as she shares her expertise on
handling unemployment stress. The psychological impact of being unemployed can
be overwhelming. In this workshop you will learn the signs/symptoms of stress
and anxiety. You will learn realistic, simple tips to handle your stress and
fell more optimistic and resilient.
Therapist, Educator, author and Life Coach Diane Lang has dedicated her career
to helping people turn their lives around and is now on a mission to help them
develop a sustainable positive attitude that can actually turn one into an
optimist, literally. A therapist and educator of Positive Psychology, she has
seen that it can provide a strong foundation for finding great happiness and
is gratified that it is becoming a mainstream method of treatment.
A
therapist at the Universal Institute in Livingston, NJ Lang counsels patients
with traumatic brain injury and substance abuse. Her clinical experience
includes treating patients with different forms of mental illness, physical
and emotional abuse and relationship issues. Lang is also an Adjunct in
Psychology at Montclair State University; her college work includes mentoring
students for individual career counseling and personal issue advisement.
As
an expert in her fields of therapy, Lang has been featured in the Daily
Record, Family Beautiful Magazine, Health & Beauty NJ, Family and Working
Mother Magazine, seen on NJ 12 TV and the national television program “Fox &
Friends”. She has also participated in a reality based Internet show,
ourprisoner.com, hosted Generation X-tinet and appeared in various educational
videos. In addition Lang writes a bi-weekly column In the Health section of
Health & Beauty NJ magazine and shares her expertise on lifestyle issues on
The WTBQ Expat Show.
Lang
has an M.A. in Counseling and a B.A. in Liberal Arts from the New York
Institute of Technology. Please visit her website for more information:
www.dlcounseling.com. Or
contact her:
Lifeline36@aol.com
Are you feeling stuck
in your job search? Frustrated that opportunities aren’t surfacing as you had
hoped? Disappointed in your results? If so, you
won’t
want to miss this revealing, content-rich workshop that will help you zero in
on what’s working (and what isn't) in your job search and what you can do to
improve your results. Assessment and handouts provided.
This workshop is offered by Powers Career
Coaching, LLC and conducted by Laura Powers, an experienced career coach and
longtime friend of CaTS who, for the past 15 years, has helped hundreds of
transitioning professionals learn how to find meaningful, satisfying work that
plays to their strengths, affirms their value, and compensates them for their
gifts. Learn more about Laura and her coaching practice at
www.linkedin.com/laurapowerscareercoach13 and
www.powerscareercoaching.com.
Join CaTS friend and long-time supporter Lloyd
Feinstein as he addresses "Transferable Skills and Resume Updating." What are
they? How to identify them and use them in your marketing materials (resume
and cover letters). It is more important than ever to make it easier for the
recruiter and company interviewer to be able to "sell" you to the hiring
influence! This interactive seminar will show you how to accomplish this
objective.
Bring your pencil and pad (or iPad!)
and an open mind...you won't be disappointed!
Instructor: Lloyd L. Feinstein,
president, Career Marketing Consultants of Murray Hill, New Jersey; co-author
of Career Changing: The Worry-Free Guide, a book which has received wide
acclaim including syndication by The New York Times, excerpted by The Wall
Street Journal and Success Magazine, and selected as one of the top 10 career
books by USA TODAY.
CaTS workshops are held on
Thursdays twice a month throughout the year.".
Workshop location
alternates between St. Mark’s Episcopal (first meeting of the month) and
First Presbyterian (second meeting of the month).
Workshops begin promptly
at 7 PM and adjourn at 9 PM. Please be considerate of our CaTS
volunteers’ time.
To subscribe /
unsubscribe to e-mail schedule alerts, e-mail emailalerts@newcanaancats.org
and in the body of your e-mail, simply type “subscribe” / “unsubscribe”.
There is no charge for
these programs.
Dress is informal.
Driving Directions
Click
here - meetings are usually held at St. Mark's Episcopal church on the
first Thursday of the month and at the First Presbyterian Church of New Canaan
on the third Thursday of the month except as noted.
