Women and Money Roundtable: Estate Planning

Program Type:

Finances, Discussion Group

Age Group:

Adults
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Description

Join us for this monthly discussion of relevant financial topics. Estate Planning  We will review the many ways to transfer assets during your life and at death. We’ll also share techniques to protect your family, generate income and provide for charity.  

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.