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Women’s Financial Literacy Roundtable — Week 4: Retiring Successfully

April 5 @ 10:00 am - 11:00 am

Finance Stock Market Investing Financial Planning 03-26-17 https://commons.wikimedia.org/wiki/File:Philippine-stock-market-board.jpg

Join Darien Library’s new informal series of lectures and discussions designed to assist women in reaching financial independence.

Retiring successfully takes planning. Ensuring that your money will outlast you can be tricky.

Finance Stock Market Investing Financial Planning 03-26-17 https://commons.wikimedia.org/wiki/File:Philippine-stock-market-board.jpg

Image by Katrina.Tuliao on Flickr, via Wikimedia Commons

Philippine stock market board

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 you’re still planning for a future retirement.

Meetings take place in the Conference Room at the library.

About the Presenters

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.

Julia Strayer, CRPC®, CIMA®, CPWA® is the Senior Vice President, Wealth Management Advisor or Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, 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 Lynch.

Julia has a bachelor’s degree 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. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.

Details

Date:
April 5
Time:
10:00 am - 11:00 am
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Venue

Darien Library
Darien, United States + Google Map