Women and Money Roundtable - Retiring Successfully

Retiring successfully takes planning. Ensuring that your money will outlast you can be tricky.  We will discuss how much money you'll need to save, how much you can spend, how to account for unforeseen expenses and how to invest to minimize risk and maximize return. We'll share several successful strategies you can implement to help give you peace of mind - whether you're already retired or still planning for a future retirement.

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.