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Are You a Discerning Investor? Online

Do you have a retirement "portfolio" organized to meet your specific needs? Or do you have a random collection of investments, accounts, and advisers that you've acquired over time?  In this presentation, investment counsel to high-net-worth families and award-winning author, Julie Jason, will discuss her latest book The Discerning Investor. 

Learn about new SEC disclosures that make due diligence easier; how to recognize potential conflicts of interest; how to think of managing a retirement portfolio; how to assess your own skills in managing a retirement portfolio; and what to expect from different types of financial firms based on how they are regulated. Leave with action items and insights that you can use to plan, whether retirement is decades in the future or you’re living it today.

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Date:
Wednesday, March 8, 2023
Time:
1:00pm - 2:00pm
Audience:
  Adult  
Categories:
  Business, Career, and Finance  
Online:
This is an online event. Event URL will be sent via registration email.
Registration has closed.

PROGRAM CONTACT:

Siobhan Schugmann

203-625-6536

sschugmann@greenwichlibrary.org