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Young professionals need to know that they can make a difference in their future lives if they take advantage of compounding, which takes time. According to professor Annamaria Lusardi, “Young people need financial literacy because they have a great asset — time — and they should use it to start on the path to financial security and success.” You do not want to regret waiting too long to start saving and investing, losing the advantage of youth, as many people do. In this presentation, we will discuss the math of compounding and evaluate how young professionals with access to tax-advantaged company retirement plans are the ones who can benefit the most.

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 Greenwich Time each Sunday and in a number of other Hearst newspapers.

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PROGRAM CONTACT:

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