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, "Retiring Successfully."
Retiring successfully takes planning. 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.
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.