[Past Event] Why You Should Consider Embracing the Anti-Retirement Movement

A leader in private wealth management for successful families, women and business owners.

Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders.

With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service.

Experience

Officer in Corporate Trust Department, Manufacturers Hanover Trust

Vice President and Wealth Advisor, Morgan Stanley

Credentials

Certified Financial Planner, (CFP®)

Certified Divorce Financial Analyst (CDFA®)

Forbes “Top Women Wealth Advisor,” 2018, 2019

Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020

Forbes “Top 200 Women Advisors,” 2017, 2018

M.B.A., Fordham University

Life

Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary.

She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy.

In her free time, she enjoys golfing, spending time with family and relaxing at the beach.

Retirement is no longer the story of old age. It is the story of long life. According to US census data, the average person spends nearly twenty years in the post-career phase of their lives. Luckily for those currently entering this phase, the traditional concept of retirement is quickly becoming outdated. We are at the dawn of the anti-retirement movement. A movement that assumes participants bring the same energy and enthusiasm to their post-career life that they brought to their career.

But every movement needs leaders, and the anti-retirement movement is finding two of its leaders in authors Patti and Milledge Hart. In The Resolutionist, Patti and Milledge identify twelve resolutions that can provide a framework for your continued growth, engagement and adventure after you’ve left the workplace. Using examples from their own sometimes bumpy journey from c-suite executive to a relevant and fulfilling anti-retirement life, Patti and Milledge suggest options for how to invest your resources—time, energy, wisdom, finances—to find your passions, develop new metrics for success, and surround yourself with kindred spirits.

You’ll walk away from this book enthusiastic about becoming a Resolutionist and inspired to make the next phase the best phase of your life. Welcome to the anti-retirement movement!

Patti and Milledge Hart have spent more than thirty years forging their own paths as Executive Leaders in numerous technology and investment banking businesses. Now, in the “Resolutionist” phase of their lives, they are applying their resources and skills in new ways to advance philanthropic and corporate activities around the globe. The Harts are learning, sharing and making a difference in the world beyond their traditional working years. And so can you!

Retirement is no longer the story of old age. It is the story of long life. According to US census data, the average person spends nearly twenty years in the post-career phase of their lives. Luckily for those currently entering this phase, the traditional concept of retirement is quickly becoming outdated. We are at the dawn of the anti-retirement movement. A movement that assumes participants bring the same energy and enthusiasm to their post-career life that they brought to their career.

But every movement needs leaders, and the anti-retirement movement is finding two of its leaders in authors Patti and Milledge Hart. In The Resolutionist, Patti and Milledge identify twelve resolutions that can provide a framework for your continued growth, engagement and adventure after you’ve left the workplace. Using examples from their own sometimes bumpy journey from c-suite executive to a relevant and fulfilling anti-retirement life, Patti and Milledge suggest options for how to invest your resources—time, energy, wisdom, finances—to find your passions, develop new metrics for success, and surround yourself with kindred spirits.

You’ll walk away from this book enthusiastic about becoming a Resolutionist and inspired to make the next phase the best phase of your life. Welcome to the anti-retirement movement!

Patti and Milledge Hart have spent more than thirty years forging their own paths as Executive Leaders in numerous technology and investment banking businesses. Now, in the “Resolutionist” phase of their lives, they are applying their resources and skills in new ways to advance philanthropic and corporate activities around the globe. The Harts are learning, sharing and making a difference in the world beyond their traditional working years. And so can you!

Juliet currently serves as CEO for media brand Worth, responsible for leading its transformation from a print magazine to a content platform that focuses on ‘Worth beyond Wealth’ and inspires and informs an affluent, influential and successful community of individuals to be their best selves.

Juliet began her career as a management consultant, learning to code at IBM Business Consulting Services, before focusing on business strategy and organizational change, working with clients to solve complex business problems across a variety of sectors through the use of technology.

Her experience in this area took her to a role at Boxwood (now KPMG) where she worked as a senior consultant in strategy and business change, with a focus on the media and technology sector. After working as a consultant with Guardian News & Media on its print to digital strategy, in 2012 she was confirmed in a permanent role to lead strategy and operations for the Guardian Media Group’s commercial division based in London.

Juliet joined the Guardian’s executive committee in 2015 and, as chief delivery officer; was responsible for the strategic implementation of the global three year turnaround plan and subsequent transformation and growth for the Guardian’s US operation, relocating to New York in 2016.

She lives in Westchester with her husband and son, is a keen runner, yogi, and skier.