Women and Money Roundtable: How to Make Sense of Today's Financial Markets

Program Type:

Online

Age Group:

Adults
Please note you are looking at an event that has already happened.

Event Details

How to Make Sense of Today's Financial Markets

Women often wish they were more informed about finances as they relate to their family and themselves. This monthly discussion group, started in the spring of 2016, offers an opportunity to learn more in a comfortable setting with other women. 

The topics will vary every month to stay as current as possible.  This is open to women of all levels of financial knowledge.  

Please register HERE.

This program is brought to you through a partnership between The Scarsdale Library, Brookfield Library, Darien Library, Fairfield Public Library, New Canaan Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.

You will receive an email with a Zoom link from the New Canaan Library. 

Presenters:

Julia Strayer, CPWA®, CIMA®, CRPC®

Senior Vice President, Wealth Management Advisor, Merrill Lynch

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.