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Women & Money Round Table
Friday, February 15 | 11:00 am - 12:00 pm
This month’s topic is, “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.
Please register by calling (914) 337-7680, ext. 24 or email firstname.lastname@example.org
Presented by Julia Strayer, CRPC®, CIMA®, CPWA® , Senior Vice President, Wealth Management Advisor or Merrill Lynch and Liz Maccarone, CRPC®, 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.