High-net-worth clients' financial assets require particular care. Failing to integrate financial and estate plans may inadvertently derail other legacy objectives. In this presentation, we will discuss how all of your advisers (financial professionals, CPAs, lawyers) complement each other, how estate and financial planning dovetail, and the importance of a survival analysis to ensure your wishes are respected and honored.    

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.

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