Women and Money Roundtable: Annuities

Program Type:

Finances, Discussion Group

Age Group:

Adults
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Description

Join us for this monthly discussion of relevant financial topics.   

Annuities  On the surface, annuities sound like the perfect solution to your financial needs, but annuities are among the most commonly misunderstood financial products. We will talk about the different types of annuities, how they work, and how to use them to meet your needs.

Julia Strayer, CRPC®, CIMA®, CPWA® is the Senior Vice President, Wealth Management Advisor for Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business where she is now an adjunct professor. She 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® is a Financial Analyst. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.