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Women & Money Round Table Series
Friday, August 16 | 11:00 am - 12:00 pm
This month’s topic is, “The Basics of Life Insurance.” We will cover the different types, reasons to own and strategies for using insurance as an estate planning tool. We will also share what you need to know about Long Term Care Insurance.
Registration required: (914) 337-7680 ext. 24 or email@example.com
Presented by Cathy Tanzilli, CRPC®, CTFA. 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.