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Women & Money Round Table Discussion
Friday, June 22 | 11:00 am - 12:00 pm
This month’s topic is “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.
Registration required: (914) 337-7680 ext. 24 or firstname.lastname@example.org
Presented by Cathy Tanzilli, AEP, CRPC®, CTFA, Senior Vice President, Wealth Management Advisor. Prior to joining Merrill Lynch in 2000, Cathy was a vice president and executive account manager for BankBoston’s Private Bank responsible for trust services. Previously, Cathy was a trust officer with Chemical Bank in New York for 16 years. Cathy has a BS in Marketing and an MBA in Finance from St. John’s University. She is a member of the Estate Planning Council of Westchester County, the Fairfield County Estate Planning Council and the National Association of Estate Planners and Councils.