**CANCELLED** Women and Money Roundtable:How to Construct Your Investment Portfolio Given Current Market Conditions

Program Type:

Finances, Discussion Group

Age Group:

Adults
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Registration for this event is no longer open.

Description

We will share the secrets of portfolio construction and discuss asset allocation, investment styles, diversification and risk. We’ll reveal what’s been moving the financial markets and why, then take a look ahead to see what may happen in 2019.  Most important, we will show you how to put it all together to create a custom blueprint that meets your goals and tames your fears.

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.