Thursday, November 16, 2017
10:00 am - 11:00 am
Join this monthly roundtable. In this series, we'll be hosting lectures and discussions designed to assist women in reaching financial independence. This month's discussion serves to answer the question, "Mutual Funds and Exchange Traded Funds"
If you have an investment or retirement account, you likely own mutual funds or exchange traded funds (ETFs). These funds can make up all, or part, of your portfolio, track an index, track a market sector, and so much more. We will talk about how they work, how to use them, and the “hidden” fees.
About the Presenters
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 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.