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Women & Money Round Table: Estate Planning
Friday, July 27 | 11:00 am - 12:00 pm
This month’s topic is “Estate Planning.” We will review the many ways to transfer assets during your life and at death. We’ll also share techniques to protect your family, generate income and provide for charity.
Please register: (914) 337-7680, ext. 24 or email 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.