Event box

Julie Jason's Investment Basics I: How to Set and Meet Investment Objectives Online

Get started on a program of lifelong investment success by understanding investment objectives. Since objectives guide your investment activity (without them, the results are random), learn how to set your own objectives and meet your personal goals through saving and investing.  

To get early access to all the Library's Small Business, Jobs & Careers, and Nonprofit programs and events, sign up here for the monthly Business & Career Email List.

Yang Wang
203-622-7924
ywang@greenwichlibrary.org

Date:
Wednesday, May 8, 2024
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.

ABOUT THE PRESENTER:

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.