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.
Join us for this monthly roundtable for women on money led by financial professionals Julia Strayer and Liz Maccarone. This series' discussion will focus on how to make sense of today’s financial markets, is open to women with any level of financial knowledge, and is an ongoing informational gathering to learn and share.
We’ll show you how to avoid the mistakes and make decisions like the pros. We’ll cover the latest market news and how that might affect your decision making. We’ll also give you background and context for understanding why market movement occurs and we’ll share strategies for keeping ahead of what might come. Register here!
Our Roundtable Leaders:
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.
The roundtable meetings will be conducted via Zoom. Visit their website here to find the appropriate download instructions and download link for your device.