Details
Financial Planning at Every Stage (Zoom event)
Join us for this engaging Zoom session on financial planning at all stages, open to parents and alumni, and featuring several Martlet alumni and parents who will share valuable industry insights.
Panelists and Professions
Financial Planning
Panelists and Professions
Financial Planning
Melissa Horne ’00, Vice President, Wealth Planner, Fidelity Investments
Stephen MacKenzie ’76, P’11 CRPC™, First Vice President, Senior Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc.
Real Estate
Coco Hatch Harris ’90, Real Estate Broker, Compass
Joyce Aparicio P’28, Realtor, Coldwell Banker Residential Brokerage
Estate Planning
Charlie Henry ’67, Partner, Henry, Giardina & Langer, LLP
Stephen Rodman ’89, Partner, Lampert, Hauster, and Rodman
If you have questions or comments, please contact Jennifer Keyo, Director of Legacy and Leadership Giving, 860-408-3039 or jkeyo@westminster-school.org
Contact Us
995 Hopmeadow Street
Simsbury, Connecticut 06070
P. (860) 408-3000
F. (860) 408 3001
Simsbury, Connecticut 06070
P. (860) 408-3000
F. (860) 408 3001
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