Starting your financial journey as a young professional can feel overwhelming, but making informed decisions early on can lead to long-term success. This four-part series will provide practical guidance on budgeting, investing, and essential financial planning topics to help you navigate your future with confidence.

Session 4: Taxes and Estate Planning

• Basic tax strategies for young professionals
• Brief introduction to estate planning essentials
   

This session will break down how to evaluate employer-provided health insurance plans and select the best option for your needs. Additionally, we’ll cover key considerations for first-time homebuyers, basic tax strategies for young professionals, and a brief introduction to estate planning essentials, including wills and beneficiaries.

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.

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.

Siobhan Schugmann
sschugmann@greenwichlibrary.org