Session 1 — Beyond the Documents: Aligning Estate and Financial Planning for Lasting Security

A will or trust is only as strong as the financial plan behind it. In this session, Julie Jason shows couples how estate planning and financial planning must work together—not as separate checkboxes, but as one integrated strategy for protecting what you've built. Learn how decisions about investments, income, and beneficiaries can either reinforce or undermine your estate plan, and what it takes to make sure both are pulling in the same direction.

Ideal for:

• Couples planning retirement
• Updating an existing estate plan 
• Navigating a major life or financial transition together

This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney. 

Julie Jason, JD, LLM began her career as a Wall Street securities lawyer before moving into management, eventually leaving to set up her own independent fiduciary boutique, where her team manages personal portfolios for high-net-worth families. A passionate advocate for investor protection and financial literacy at every income level, she has been called "the trusted voice of retirement investing" by the Institute for Financial Literacy.

Her award-winning weekly column—more than 1,400 installments to date—is syndicated by Andrews McMeel. Her finance books have earned the EIFLE Award and the CLARION Award for excellence in financial literacy education and clarity in writing. She is working on her tenth book, aimed at engaging women who normally avoid financial topics. Her earlier books include The AARP Retirement Survival Guide (Sterling), The Discerning Investor (American Bar Association), and Julie Jason's Guide to Connecticut Probate (LawFirst).

Julie donates her time to non-profits seeking fundraising guidance and to schools advancing financial literacy education.