This program was designed for a Greenwich Library patron who asked: What can a “good partner” do for his or her significant other, anticipating that he or she may be “left alone” someday? Because conversations about health, longevity, finances and the future can be emotionally charged, ignorance can seem like bliss. Realistically, it is better to be informed. In this course, Julie Jason, investment counsel to high-net-worth families will share how to openly discuss finances, spending, budgeting, retirement security, and the very real risk of eventual illness, incapacity or death – and how to do that in a calm setting where safely addressing the worst of times, can lead to a plan for the best of times. 

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