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 FULLY VIRTUAL series and is run through the Darien Library.
Separate registration is required for each session. Click on the links to register, and you will be sent a direct link from Zoom.
July 17, 1 pm: How to Make Sense of Today’s Financial Markets
August 14, 1 pm: How to Make Sense of Today’s Financial Markets
September 18, 1 pm: How to Make Sense of Today’s Financial Markets
October 16, 1 pm: How to Make Sense of Today’s Financial Markets
November 13, 1 pm: How to Make Sense of Today’s Financial Markets
December 11, 1 pm: How to Make Sense of Today’s Financial Markets
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Bios:
Julia Strayer, CPWA®, CIMA®, CRPC®
Senior Vice President, Wealth Management Advisor
Prior to joining Merrill Lynch Wealth Management in 2000, Julia (pictured, left) 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®
Assistant Vice President, Senior Financial Advisor
Liz joined Merrill Lynch Wealth Management in 2012. Liz (pictured, right) 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.
Personal Finance
Investing 101
Wall Street Journal Online
Morningstar Investment Research Center
