Women's Financial Literacy Roundtable


Wednesday, March 22, 2017
10:00 am - 11:00 am
Conference Room

Join our new informal roundtable. In this series, we'll be hosting lectures and discussions designed to assist women in reaching financial independence.

Week 2: Behavioral Finance: Why Smart People Make Bad Investment Decisions

When it comes to the financial and real estate markets, people aren’t always as rational as you would think. Behavioral finance experts have been studying the not-so-smart decisions people make. We will reveal the fears, misperceptions and emotional needs people have that sabotage their investment and home sale returns. We’ll show you how to avoid the mistakes and make decisions like the pros.

About the Presenters

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.

Julia Strayer, CRPC®, CIMA®, CPWA® is the Senior Vice President, Wealth Management Advisor for 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.

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