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Women’s Financial Literacy : Markets, Portfolios, Funds

Join us for this new financial literacy series, created to educate women of every age about financial matters that affect their lives.

Thursday, January 24th @ 11am: What is Going On in the Market?

An easy-to-follow discussion on what has been going on in the financial markets.  We’ll reveal what’s been moving the markets and why, then take a look ahead to see what may happen in 2019.  Best of all, we’ll share some secrets for positioning your portfolio in these uncertain times.

Thursday, February 28th at 11am: The Keys to Building Your Investment Portfolio

Building and managing a portfolio involves understanding and managing risk.  We will share the secrets of portfolio construction and discuss asset allocation, investment styles, diversification and risk.  Most important, we will show you how to put it all together to create a custom blueprint that meets your goals and tames your fears.

Thursday, March 28th at 11am: 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.

 

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at 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.

 

Event Location: Community Meeting Room
Sponsored by Rye Free Reading Room