Women & Money Roundtable: Retirement by Design: Creating a Future You Can Count On

Program Type:

Finances

Age Group:

Adults
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Description

Retirement isn’t just a financial milestone—it’s a deeply personal transition. It’s about creating a life filled with choice, purpose, and peace of mind. In this session, you’ll learn how to build wealth, create income, and adapt to the unexpected. We’ll help you build or update a retirement plan that reflects your values, priorities, and lifestyle. Whether retirement is ten years away or already underway, this session will give you the tools and confidence to shape your future—on your terms.

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®, SE-AWMA™

Vice President, 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.