July 15 @ 11:00 am - 12:00 pm
On the surface, annuities sound like the perfect solution to your financial needs, but annuities are among the most commonly misunderstood financial products. We will talk about the different types of annuities, how they work, and how to use them to meet your needs
CATHY TAZILLI, 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 Fairfield County Estate Planning Council and the National Association of Estate Planners and Councils.
LIZ MACCARONE, CRPC® is a 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.
