Symmetry Partners to Host Panel Discussion

5903d63ac3b4418a83e6346367d6201c.f5fb7444.jpgPlease join us for an informal discussion about how to assess, grow and capture the value of your business. Learn how your exit strategy will affect the value you receive.
Wednesday, October 25, 2017: 8:30 – 9:30 AM
Apella Capital, LLC, 151 National Drive, Glastonbury, CT 06033

 


During this event, we’ll explore questions such as:

·         What is my business worth, and how can I maximize its value?

·         What are buyers looking for when purchasing a business, and what agreements are important to have in place before selling?

·         What is the process for transferring a business, and what resources are available to help?

·         How can I incorporate the sale of my business into my overall financial plan, and how can I minimize income taxes?

·         How can I turn my business into a source of income in retirement, and how can I determine if I’ll have enough money to live on?

·         What do I need to know about managing healthcare in retirement?

 

Panel:

Michael Fromson, Certified Exit Planner, Compass Building Solutions
Marcel Bernier, Business Attorney, Murtha Cullina, LLC
Peter Leppones, CFP®, Financial Advisor, Apella Capital, LLC

reSET Receives $5,000 Grant from GoodWorks Insurance

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Hartford nonprofit that helps entrepreneurs with environmental or social missions gets support from Connecticut insurance agency that gives half to nonprofits

reSET, a Hartford nonprofit that helps New England entrepreneurs with environmental and/or social missions, has teamed up again with a local insurer that supports nonprofits.

GoodWorks Insurance, a Glastonbury-based insurance agency, recently gave a $5,000 grant to reSET, which works to advance the social enterprise sector. The unrestricted funds will go towards reSET’s operations and enable it to apply for matching funds from the U.S. Economic Development Administration.

GoodWorks Insurance donates half of its profits to local nonprofits via GoodWorks Community Grants. It made a similar donation to reSET in 2016.

“GoodWorks is in a league of its own for creating good in the communities it serves,” said reSET managing director Ojala Naeem. “Besides being one of the one of the state’s most successful insurance agencies, they’re a great example of a company that’s doing much more than turning a profit. They’re committed to supporting the next generation of businesses.”

As a reSET general partner, GoodWorks Insurance will collaborate with reSET to run workshops on insurance and risk management for the entrepreneurial community.  reSET members and their employees will be eligible for business, individual and group insurance programs offered by GoodWorks.

“Supporting reSET fits in perfectly with our philosophy to support the community,” said GoodWorks Insurance vice president Matt Furst. “Our first year with them has been great, and we look forward our continuing partnership.”

reSET serves entrepreneurs who are creating solutions for some of our most pressing problems, from climate change to food and water insecurity to post-incarceration reentry, Naeem said.

Besides Glastonbury, GoodWorks Insurance has other Connecticut offices in Avon, Columbia and New Milford, plus western Massachusetts and Walnut Creek, California. It offers home, auto and business insurance, surety bonds, and employee benefits, including health insurance and 401(k) plans.

Founded in 2006, GoodWorks Insurance (www.goodworksinsurance.com) is one of America’s fastest-growing insurance agencies. Its mission of “Purpose Beyond Profit” is fulfilled through GoodWorks Community Grants.

reSET (www.reSETCo.org) is a nonprofit organization whose mission is advancing the social enterprise sector. Its strategic goals are threefold: to be the “go-to” place for impact entrepreneurs, to make Hartford known as Impact City, and Connecticut the Social Enterprise state. reSET serves all entrepreneurs but specializes in social enterprise ― impact-driven business with a double or triple bottom line.

In addition to providing coworking space, accelerator and mentoring programs, reSET aims to inspire innovation and community collaboration, and to support entrepreneurs in creating market-based solutions to community challenges. reSET’s goal is to meet entrepreneurs wherever they are in their trajectory and to help them take their businesses to the next level.

Wine Tasting Fundraiser: Cheers for Ädelbrook

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Cheers for Ädelbrook is a wine tasting fundraiser to benefit the children and young adults with autism and neurodevelopmental disorders served by Ädelbrook. The event will be held at the Radisson in Cromwell, 100 Berlin Road, Cromwell, on Friday, October 13, 2017 from 6 – 10 p.m. Tickets are only $40 or $70 for a pair. There are only 350 tickets available, make sure you get yours in advance!

As with wine, many things get better with age, and so it is with Cheers for Ädelbrook. In its 14th year, this event brings in over 12 distributors each with a variety of wines and other spirits to taste thanks to our sponsor Liquor World of Cromwell.

Enjoy live music performed by Will Evans, a Connecticut musician with a Jack Johnson feel. The event is emceed by Renee DiNino Host: Community Access & Celebrity Access, Midday Host: The River 105.9 FM and Director of Community Affairs & Programming at iHeart Radio. Renee is an outspoken advocate for individuals with autism and a supporter of Ädelbrook.  There is a live auction with wonderful items, along with a silent and teacup auction.

The menu will consist of light fare, catered by the Radisson. Sweet Harmony Café and Bakery will be providing the desserts. Don’t miss this great event, get your tickets now by visiting www.adelbrook.org under learn more, events.

For more information or to buy tickets, contact Sharon Graves at 860-635-6010 x327 or via email sgraves@adelbrook.org

Ten Reasons to Attend Cheers for Adelbrook

THE HARTFORD COURANT NAMES CHELSEA GROTON BANK A WINNER OF THE GREATER HARTFORD 2017 TOP WORKPLACES AWARD

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Chelsea Groton Bank has been awarded a 2017 Top Workplaces honor by The Hartford Courant. The Top Workplaces lists are based on the results of an employee feedback survey administered by WorkplaceDynamics, LLC, a leading research firm that specializes in organizational health and workplace improvement. Several aspects of workplace culture were measured, including alignment, execution, and connection.

“To be a Top Workplace, organizations must meet our strict standards for organizational health. And who better to ask about work life than the people who live the culture every day—the employees,” said Doug Claffey, CEO of WorkplaceDynamics. “Time and time again, our research has proven that what’s most important to employees is a strong belief in where the organization is headed, how it’s going to get there, and the feeling that everyone is in it together.”

“We’re honored to be named one of Connecticut’s Top Workplaces for a second year in a row,” said Anne Wilkinson, SVP, Director of Human Resources at Chelsea Groton Bank. “At Chelsea Groton, we are proud of the initiatives and benefits we are able to offer our team members, and we are pleased to know our employees feel fulfilled by the work they do and the communities we serve.”

While Chelsea Groton offers traditional benefits for employees, the Bank also provides employees the opportunity to partake in a variety of continual education programs, as well as a manager training program. The Bank recently developed a program geared at reminding employees of the history of Chelsea Groton Bank, along with the Bank’s core values and attributes. Employees are invited to participate in a wellness program designed with incentives to track and challenge employees in physical, mental, and financial well-being. Community volunteerism, donations and supply drives have also always been a driving factor in bringing employees together.

“One of the ways we are able to continue to grow as an organization, is to ensure our team feels appreciated, respected, and challenged,” said Michael Rauh, President & CEO of Chelsea Groton Bank. “We have always valued continual education and wellness opportunities for our employees. We recently trained select team members to help deliver financial literacy classes to the community. We also support the non-profits that are most important to our employees and we volunteer together in the communities.”

“Being able to support employees professionally and personally has always been important to us, and we’re pleased to know our team is aware of how much we value each of them,” continued Rauh. “We are honored to accept the Top Workplaces honor from The Hartford Courant for a second year.”

 

Edward Jones Named One of the Best Workplaces for Women by Great Place to Work and FORTUNE Magazine

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Edward Jones was ranked the No. 3 Best Workplace for Women — highest in the financial-services industry — by Great Place to Work and FORTUNE magazine, according to Eric Judge of Glastonbury.

The list of 100 companies considered more than 400,000 anonymous employee surveys from hundreds of buisnesses in all sectors of the economy. The ranking gauged women’s assessment of their organizations’ culture, leadership, fairness and other elements essential for a great workplace.

“As a growing firm, we offer talented women a variety of career paths to leadership and partnership,” said Edward Jones Managing Partner Jim Weddle. “We are a family-friendly workplace offering generous leave for caregivers and flexible work arrangements, and we have a new initiative offering extra support to attract, develop and retain women financial advisors. Women are key to our firm’s long-term success at building relationships with our clients.”

Weddle was one of 150 CEOs to sign the “CEO Action for Diversity & Inclusion” pledge, a new nationwide initiative to advance diversity and inclusion in the workplace as a means to improve corporate performance, drive growth and enhance employee engagement.

Edward Jones recently launched a firmwide network for female financial advisors – new and veteran – in a pledge to bring more women to the financial advisor role. The network, called WINGS — or Women’s Initiative for New Growth Strategies– offers tools, mentorship resources and coaching designed to strengthen and advance female career trajectories at the firm.

“At Edward Jones, more than one-quarter of our recruits are women – but the number should be higher,” said Monica Giuseffi, principal of Financial Advisor Inclusion and Diversity at Edward Jones. “As the dynamics of our workforce and the clients we serve continue to evolve, we must embrace diversity of thought, background and experience across our firm. We are actively working to increase client impact by attracting, retaining and developing talented individuals from various backgrounds, with different life skills to most effectively address their needs.”

Research from Great Place to Work has shown that women are five times more likely to plan a long-term future with their employers when they say they’re treated as full members of the team, regardless of position. The Best Workplaces for Women also set themselves apart from competitors in other important ways: 95 percent of women at these organizations describe them as friendly, and the same share say they’re proud to tell others where they work.

“The Best Workplaces for Women deserve recognition for crafting environments where men and women alike can bring their best selves to work each day,” said Michael Bush, CEO of Great Place to Work.

The ranking assessed companies on a variety of measures, including:

· Key metrics for a great workplace. Great Place to Work analyzed how women rated their organizations in more than 50 areas, including respect, fairness, management and camaraderie.

 

· Gender comparison. The ranking considered women’s survey results compared to their colleagues’ to ensure women had as positive an experience as men. This took into account an index of factors where women often lag their peers, such as access to meaningful work, fair pay and plans for a future with their organizations.

 

· Consistent experiences in a diverse group. Great Place to Work also analyzed demographic patterns to ensure companies created great workplaces for all women, regardless of who they are or what jobs they do.

The Best Workplaces for Women is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward also was ranked as a Best Workplace for parents, Millennials, Gen Xers, those close to retirement, camaraderie and flexibility by Great Place to Work and FORTUNE.

Edward Jones, ranked No. 5 on the FORTUNE Best Companies list overall, has been named one of the country’s Best Workplaces in Financial Services and Insurance, ranking as the No. 4 large company. It was also the top-ranked full-service financial firm among all 40 companies on that list.

Great Place to Work is the global authority on high-trust, high-performance workplace cultures. Through its certification programs, Great Place to Work recognizes outstanding workplace cultures and produces the annual FORTUNE “100 Best Companies to Work For” and Great Place to Work Best Workplaces lists for Millennials, women, diversity, small & medium companies, industries and, internationally, countries and regions. Through its culture consulting services, Great Place to Work helps its clients create great workplaces that outpace peers on key business metrics like revenue growth, profitability, retention and stock performance.

Eric Judge is the Glastonbury Edward Jones financial advisor. He is joined by Branch Office Administrator Barbara Oslund in the branch office located at 36 Welles St. Ste. D, Glastonbury CT (860-659-8145)..

First Choice Health Centers Welcomes New Chief Medical Officer Vasanth Kainkaryam, MD, MSHI, FAAP, FACP

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First Choice Health Centers is proud to introduce our new Chief Medical Officer, Dr. Vasanth Kainkaryam.  Dr. Kainkaryam is a board certified Internist and Pediatrician, specializing in the care of individuals of all ages, from newborn through adulthood.  He was formerly the Medical Director of the Hartford HealthCare Health Center, a primary care practice resulting from a collaboration between Hartford HealthCare and Boston-based Iora Health, bringing a transformative and innovative value-based model of care to Hartford.

He completed his undergraduate degree in the Biological Sciences and in Linguistics at Cornell University and went on to pursue his M.D. at the University of Rochester School of Medicine and Dentistry.  He subsequently trained at Baystate Medical Center/Western Campus of Tufts University School of Medicine in both Internal Medicine and Pediatrics, and went on to pursuing a degree in Medical Informatics from Northwestern University, focusing on Health Administration Informatics.

He has special interests in shared medical appointments, innovative health care delivery models, patient education, deaf health, adult survivors of childhood illnesses, and especially the application of technology in health care delivery.  He is an Assistant Clinical Professor of Medicine at Quinnipiac University Frank H. Netter School of Medicine as well as Assistant Professor of Assistant Clinical Professor of Medicine at UConn School of Medicine School.

In his prior practice he was instrumental in advancing the use of electronic patient based communications and has experience in telemedicine which First Choice Health Centers is developing through our relationship with the Provider Transformation Network/CHCACT.  He has teaching affiliations with area residency training programs and as such will be developing on-site provider residency programs.  He will also assist the Center in developing research opportunities that will benefit the patients that we serve with access to newer medicines, treatments and technologies.

In his spare time, he enjoys writing (and just published his first book), loves traveling the world, learning about different cultures and languages, listening to Indian classical music, and has a passion for baking mini-cupcakes.  He speaks Tamil, Kannada, Hindi, French, has basic conversational proficiency in American Sign Language, and has studied Latin as well.

MSHI = Master of Science in Health Informatics

FAAP = Fellow of the American Academy of Pediatrics

FACP = Fellow of the American College of Physicians

Our Companions Animal Rescue Celebrates Anniversary

CT145-logo.jpgOur Companions Animal Rescue, which rehabilitates abused, neglected, and special-needs homeless cats and dogs, will celebrate its 15th anniversary in October.

“We congratulate Our Companions on 15 years of doing great things for vulnerable animals,” said Edward F. Ryan, senior vice president, with Our Companions supporter GoodWorks Insurance in Columbia.

GoodWorks Insurance offers a way for people to support Our Companions without spending an extra cent. Whenever an Our Companions member, donor or employee buys insurance from GoodWorks Insurance, it will donate half of its profits. The money will be held in a special fund disbursed to Our Companions annually.

“This is a great way for people to support us while getting the best deals in insurance and responsive professional service,” said Our Companions CEO Susan B. Linker.

Local residents have taken advantage of the program, which was unveiled in March. GoodWorks Insurance offers, auto, homeowners, business, life and health insurance.

Our Companions is building three new animal cottages. The new facilities, which will open in early 2018, will double the number of homeless cats and dogs at the 43-acre Ashford Sanctuary.

The nonprofit has 22 full and part time employees and more than 400 volunteers. It is a tax-deductible 501(c)(3) charity funded entirely by donations. From its headquarters in Manchester at the Valerie Friedman Program Center, it operates many other life-saving programs. They include dog training, dog and cat behavioral-support programs, feral cat management programs, adoptions and more.

GoodWorks Insurance is an independent insurance agency with offices in Glastonbury, Columbia, New Milford, and Avon that donates at least 50 percent of its annual profits to local charities.