Beirne

Few things excite us more than facilitating stimulating and impactful conversations with accomplished people. That is just what we did yesterday at our first ever EmpowerHER event and panel discussion on holistic women’s wellness, from the financial to the physical. Nearly 100 women joined us to dig into the topics and questions so many of us contemplate but rarely take the opportunity to discuss in open forums, topics like: how women can take control of their financial futures; finding aesthetic balance to move through life with the confidence that you’re always putting your best face forward; and how to take the reins on your physical health and well-being. Many thanks to our moderator, Kathryn Hauser, and to our panelists, Lindsey Allard, MBA, AWMA, Kati Midgley, PA, PT, MHS, Mike Ranfone, and Marko Lujic M.D, M.P.H. Additional thanks to our friends at the Quinnipiac Chamber of Commerce who helped to organize, and to Masonicare for hosting us in their beautiful venue. #WomenInNetworking #WomenOnWealth #EmpowerHER #Wellness

💸 The economics of hosting the Olympics are complex and sometimes controversial. We explored the financial burdens and benefits for host cities, digging into whether the investment is truly worthwhile. #Olympics2024 #Finance #GlobalEvents

We had a blast at last night’s Music Under the Stars in North Haven for their special Sponsor Night. Special thanks to First Selectman Michael Freda and to Andy Delvecchio, Assistant Director of Recreation, for the shout out. While we appreciate the recognition, we’re truly happy to continue our support of the community. Here’s to dancing the night away every Tuesday this summer!  cc: Richard (JR) DeFrancesco

Lindsey Allard, MBA, AWMA takes a look at some of the latest research on how Americans are feeling about their retirement prospects and finds some variations by generation. #RetirementPlanning #InvestmentAdvisor

Institutions, pensions, endowments have particular needs when it comes to investing. Beirne President, John-Oliver Beirne, shares his perspective on the nuances of alternatives in the institutional space. #InvestmentAdvisor #InstitutionalAdvisor 

What a beautiful day celebrating #FathersDay with friends, family, and Team Beirne! Sunshine, snacks, and some spirited Hartford Yard Goats Baseball made for a perfect afternoon. Thanks to all who came out and joined the fun. cc: Richard (JR) DeFrancesco Lindsey Allard, MBA, AWMA Taylor Garguilo Morgan Sullivan Meaghan Morelli John Beirne Robert Black Katherine Westin

Beirne Partner, Lindsey Allard, MBA, AWMA digs into the coming “great wealth transfer,” a generational shift in assets to the tune of tens of trillions of dollars. Her latest blog post explores how women stand to be the biggest beneficiaries and digs into what it means and how to prepare. Read the full story: https://lnkd.in/ewJ3Yd9E #InvestmentAdvisor #WomenOnWealth #GreatWealthTransfer #SheMeansBusiness #FinancialAdvisor

Moms are the heart and soul of so many spaces and communities. Here’s to you and all you do. #womenonwealth #happymothersday

Even the dedicated savers among us can fall victim to something known as “Lifestyle Inflation.” As we make more, we spend more, and then somehow we end up kind of where we started, just with more stuff. Partner Lindsey Allard, MBA, AWMA outlines a few simple strategies to help avoid – or get out of – the Lifestyle Inflation trap. #FinancialLiteracyMonth #FinLitMonth #FinancialAdvisor 

Young people – particularly #GenZ – have unique perspectives and experiences when it comes to finances and their financial futures. Beirne Partner Meaghan Morelli explores the importance of meeting the younger generation where they are when it comes to talking about money. #FinServ #FinancialMarketing