Items tagged with Finance

Retire Successfully

Please see full event listing for date.

Financial advisors Julia Strayer (l) and Liz Maccarone (r) discuss how to plan for retiring successfully.  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 you’re still planning for a future retirement.

Location: Room 109, Saugatuck Congregational Church, 245 Post Road East

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at 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 BA 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.

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.

Talks & Readings

Don't Outlive Your Money

December 5, 2016
Lori Price

Financial advisor Lori Price described tools to estimate how much you can spend so you don't outlive your money on December 5, 2016.

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Author David Pogue on His Latest, "Pogue's Basics: Money"

December 10, 2016
Pogue's Basics

Westport author and tech expert David Pogue returns with his new book Pogue’s Basics: Money: Essential Tips and Shortcuts (That No One Bothers to Tell You) About Beating the System on December 10, 2016.

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Don't Outlive Your Money

Please see full event listing for date.

Financial advisor Lori Price describes tools to estimate how much you can spend so you don't outlive your money. She also will talk about tax-saving ideas that will allow you to spend more of the income you generate in retirement. 

Lori Price has been working with clients in transition from divorce, widowhood or retirement for over 30 years helping them manage their wealth and have a plan in place to not outlive their money. She is the founder and CEO of Price Financial Group LLC.  As an acknowledgement for her focus on educating women and helping guide them through transitions, Lori earned the 2014, 2015 & 2016 Women’s Choice Award® for Financial Advisors. Lori has an MBA from Duke University's Fuqua School of Business and a BA in Business from Rutgers University.

McManus Room
Seminars & Workshops

Author David Pogue on His Latest, Pogue's Basics: Money

Please see full event listing for date.

Westport author and tech expert David Pogue returns with his new book Pogue’s Basics: Money: Essential Tips and Shortcuts (That No One Bothers to Tell You) About Beating the System.

With 200 simple tips and tricks for making managing your finances easier, this book will shed light on the best ways to save and make money. Pogue will help you spot savings and avoid costly scams. From buying plane tickets, booking hotel rooms, buying a car or house or doing your taxes, there are tips and advice here for every financial decision you make. His expertise in consumer advocacy will inform you of the best products and websites to use to save yourself money.

David Pogue is a New York Times bestselling author who has more than 1.5 million followers on Twitter, has given four TED talks, and is the founder of Yahoo Tech, a consumer-technology site for non-technicians. He writes a monthly column for Scientific American, and for thirteen years, he wrote the tech column for The New York Times. Pogue also hosts science shows on PBS's NOVA and appears frequently on CBS Sunday Morning. He has won three Emmys, two Webby Awards, and a Loeb Award for journalism. He's written eighty books, including the previous books in the series, Pogue's Basics: Life and Pogue's Basics: Tech.

Author photo credit: Tim Geaney

McManus Room

Finding Clarity in Your Financial Life

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Rosemary Williams, founder and executive director of Women's Perspective, discusses how to bring clarity about to your financial life through identifying your financial facts and your feelings about them. This opportunity to understand your finances from a new perspective can allow space to make adjustments based on a deeper understanding of yourself, your needs and your wants and bring a greater peace of mind.

Rosemary Williams is a leading voice on the topic of money and values. A former banker, personal financial planner, entrepreneur, non-profit executive, author and consultant, she helps women and men unmask their powerful, often conflicting, money messages and replace them with new ideas that apply to the current financial situation. Rosemary coaches individuals, conducts workshops, tele-classes and retreats. She is the author of The Woman's Book of Money & Spiritual Vision.

McManus Room
Seminars & Workshops

Online Investment Research with Value Line

May 5, 2016
Value Line

Jason Wiseberg, Executive Vice President of Sales at Value Line Publishing, demonstrated ways to use the online platform to utilize the investment research reports and data to make informed investment decisions on May 5, 2016.

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Financial Planning for Your Aging Parents

April 27, 2016
MoneySmart Week

Robin Sherwood of HTG Investment Advisors and elder care expert Liz Miller specializing discussed legal and financial issues associated with planning for long-term care of aging relatives on April 27,2016.

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Women Entrepreneurs Group: Applying for a Small Business Loan

April 12, 2016
Aya Beckles Swanson

Get the inside scoop on how to find funding and attract small business lenders from Aya Beckles Swanson, VP Community Lending at Community Investment Corporation from April 12, 2016.

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Business Special: Last Minute Tips for Completing Your 2015 Small Business Income Tax Return

February 23, 2016
Tom Figgatt

Tom Figgatt, tax and accounting specialist for small business and individuals, discussed his method of tax "CPR" by helping clients comply with tax laws in a timely manner and by tax planning to minimize current and future tax liabilities on February 23, 2016.

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