June 17 @ 11:00 am - 12:00 pm
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.
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 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.
