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Elder Care Presentation with URPG

Virtual Presentation

Join us for another special presentation, "What Women Need to Know - Navigating Money Matters Through Difficult Times." Peter Gallagher, Founder & Managing Director of URPG and Patricia Micek, Esq. an estate planning attorney and elder law expert will discuss the current retirement landscape for women and financial planning tasks and what you need to […]

Women & Money Roundtable: Today’s Financial Markets

Virtual Presentation

Elizabeth Maccarone, Julia Strayer, and Cathy Tanzilli will cover the latest market news and how that might affect your decision making. They will also give you background and context for understanding why market movement occurs and share strategies for keeping ahead of what might come. Cathy Tanzilli, CRPC®, CTFA Prior to joining Merrill Lynch Wealth […]