Are you and your spouse “on the same page” regarding retirement planning and finances? Are you prepared to handle financial responsibility in retirement, anticipating you may be “left alone” someday? Without proper guidance, taking on these responsibilities by yourself can feel confusing and overwhelming, especially after the illness, incapacity or death of a loved one. In this course, Julie Jason, investment counsel to high-net-worth families will provide a step-by-step action plan to help spouses and families address gaps in knowledge and prepare for the necessary decisions that come with planning a secure future.

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