Join us for this monthly discussion of relevant financial topics.
Everything You Wanted to Know About Money
We’ll share the 7 most common mistakes people make with their money, and show you the secrets to find the right path.
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.