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Women and Money Webinar Series

Wed, September 14 @ 1:00 pm - 2:00 pm EDT

The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.

This is a virtual event.  Click here to register for the entire series. A unique Zoom link will be sent to you prior to each session. (Please note, the Zoom link will be coming from the Darien library, as this webinar is a collaborative offering.)

Questions? Email Kerri at kgawreluk@westportlibrary.org

 

BIOS

Julia Strayer, CPWA®, CIMA®, CRPC® - Senior Vice President, Wealth Management Advisor

Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and 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. 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.

 

Liz Maccarone, CRPC® - Senior Financial Advisor

Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.
Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.

Details

Date:
Wed, September 14
Time:
1:00 pm - 2:00 pm EDT
Event Category:

Venue

The Westport Library
20 Jesup Road
Westport, CT 06880 United States
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20 Jesup Road
Westport, CT 06880
203.291.4800

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