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Financial Planning for Young Professionals 5: Investment Strategy and Asset Allocation Online

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If you are a young 401(k) participant, do you put most or all of your 401(k) regular payroll deductions to work in the stock market? Should you play it safe in money markets instead? What’s the game plan? In this presentation, we will be tackling how to judge where to put your money to achieve long-term retirement goals. Come away with a plan of action that will prepare you for the 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


Wednesday, May 11, 2022
1:00pm - 2:00pm
  Adult     Young Adult  
  Business, Career, and Finance  
This is an online event. Event URL will be sent via registration email.
Registration has closed.