Women & Money Roundtable: How to Make Sense of Today’s Financial Markets
Time: 1:00 pm-2:00 pm
In this informal series, meeting monthly, financial experts Julia Strayer and Liz Maccarone lead participants in an easy-to-follow discussion on how to make sense of today’s financial markets. Julia and Liz cover the latest market news and how that might affect decision making. They’ll also give background and context for understanding why market movement occurs, as well as share strategies for keeping ahead of what might come. The series is geared to women, but will provide information that is useful to all.
This roundtable is in partnership with New Canaan Library, Fairfield Public Library, Darien Library, Brookfield Library, New Milford Library, Burnham Library, Scoville Memorial Library, Simsbury Library, Rowayton Library, Trumbull Library, Stonington Free Library, Westport Library, Woodbury Public Library, Morris Public Library, Edith Wheeler Memorial Library, Bronxville Library, Rye Free Reading Room, Purchase Free Library, Mamaroneck Library, Pound Ridge Library, Bedford Free Library, Scarsdale Library and the YWCA- Greenwich.
To register please CLICK HERE.
You will receive a confirmation and a link for the meeting from the New Canaan Library.
Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, 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 Lynch. 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. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.
Liz Maccarone, CRPC®, Senior Financial Advisor at Merrill Lynch. 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.