Wednesday, July 17
1:00 pm - 2:00 pm
Registration Required Below
The Women and Money Roundtable is a monthly financial program created to empower and educate women on financial matters that impact their families and themselves. Join Julia Strayer and Liz Maccarone virtually as they lead a lively and informative discussion on how to make sense of today’s financial markets.
The Women and Money Roundtable series will meet monthly throughout the year. Please register for each session separately.
June 12
July 17
August 14
September 18
October 16
November 13
December 11
Registered participants will receive a Webinar link on the day of the program. Include your cell phone number on the registration form and receive one text reminder, with link before the program begins.
About the Speakers:
Julia Strayer, CPWA®, CIMA®, CRPC®
Senior Vice President, Wealth Management Advisor
Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.
Liz Maccarone, CRPC®
Senior Financial Advisor
Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation. Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.
This program is sponsored in partnership by the presenters and libraries in Fairfield and Westchester Counties.
Registration is currently closed for this event.