Round Table Wealth Management
WEBINAR: 

 The Great Retirement: What Is Your Plan? 6 Important Factors You Need To Consider

March 30, 2022 
• 12:00 PM EST • New York

Event Details

Please join Round Table Wealth Management for a discussion about retirement in the Great Resignation era. This webinar will discuss the Great Resignation phenomenon and the decisions that many face as they consider retirement.

What are the 6 important factors that need to be evaluated before making that decision?

Presenters will include:

Bruce Hyde, CPA MS, Partner Mariella Foley, CFP® CDFA®, Partner & Wealth Advisor Marianne Rodriguez, CFP®, Director & Wealth Advisor.

Round Table Wealth Management is a New York based independent registered investment advisory firm founded in 1999 and now manages over $1.63 billion of assets.

Topics:

• What is the Great Resignation phenomenon?

• How does it affect those approaching retirement?

• What are the 6 key factors you need to evaluate?

• What can you do to prepare?

RECORDING

RECORDING

Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Wednesday, March 30th, please let us know and we will send a replay of the presentation.

SPEAKER PROFILES

Frederic Behrens

Bruce Hyde

CPA, MST, Partner

Bruce Hyde is a Partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management and has over 30 years of experience in the financial services industry. He is responsible for advising clients on the full range of financial matters including investments, insurance, estate, gift and income tax issues as well as financial decision making.

For the past 19 years, Bruce has been working closely with partners at major law firms, corporate executives and business owners to serve their unique financial planning needs. Bruce graduated from Lafayette College with a B.A. in Economics and Business and holds a Masters in Taxation (MST) from Seton Hall University where he was elected Beta Gamma Sigma for high scholastic achievement.

Bruce is a Certified Public Accountant, and began his career at a “Big 8” accounting firm. He later joined a large corporation and most recently a regional wealth management firm. He is a Trustee and Vice Chair of the Board of the Land Conservancy of New Jersey.

Bruce Hyde

Mariella Foley

CFP®, ADPA®, CDFA®
Partner, Wealth Advisor

Mariella Foley, a Partner and Wealth Advisor with Round Table Wealth Management, has been with the firm since 2000 and has over 25 years of experience in the financial services industry. Her responsibilities include all aspects of wealth management such as investments, income taxes, cash flow management as well as overall financial decision making for her clients.

Mariella heads the Women of Clarity™ program and focuses her practice on working with women. In addition to advising women on their investments and finances, her goal is to empower them to take control of their financial lives – whether they are experiencing a life transition due to divorce, death of a spouse or any other life changing event.

Mariella has spoken at several local events to emphasize the importance of women being involved in their finances and how to get started.

Mariella’s areas of expertise include:

· Women in transition/Female empowerment
· Multi-generational Families
· Retirees
· Divorce

Mariella is a graduate of Montclair State University with a B.S. in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional. She has experience in the tax department of Big 4 accounting firms as well as a national trust company as a tax specialist. She holds the Accredited Domestic Partnership Advisor (ADPA®) and the Certified Divorce Financial Analyst (CDFA®), designations and has completed all required training to work in the collaborative divorce process. She was also named a winner of the Five Star Wealth Manager Award for 2016, 2017, 2018, 2019 and 2020 which exemplifies Wealth Managers who consistently provide quality service and financial planning to their clients.

Mariella is a member of The Institute for Divorce Financial Analysts. She also serves on the Board of Directors for the Westfield Area YMCA. Mariella is fluent in Spanish and she enjoys spending time with her family and being actively involved in various community organizations and events. She is also a 1st degree black belt in Taekwondo.

Frederic Behrens

Marianne Rodriguez
CFP®
Director, Wealth Advisor

Marianne Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Marianne is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships.

Marianne has been serving the financial needs of the Southeast Florida Market through her leadership as a branch manager with a national brokerage firm. Her diverse background within the financial industry has allowed her to assist clients with personal and commercial banking solutions, their insurance needs as well as investment guidance and advice. Most recently, she has been providing clients with comprehensive financial planning tools and resources.

Marianne received her Bachelor’s degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2018 and is currently an active member of the Financial Planning Association (FPA). Marianne is passionate about cultural diversity and learning from people who come from different backgrounds, and is fluent in four languages: English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael, and spends most of her free time with their family and her cat Rainbow and dog Ginger.

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