Event box

Giving to the Next Generation Online

If you want to start the young people in your family on the right track toward financial security, there is no better way than mentoring them through real-life experiences. Join personal portfolio manager Julie Jason to find out ways to do so including a tax-free gifting program that leverages time and creates an attitude of saving and investing. Another is to discuss how financial and estate plans need to be coordinated Learn the importance of talking with children about not only their futures but also yours.

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Date:
Wednesday, December 14, 2022
Time:
1:00pm - 2:00pm
Audience:
  Adult  
Categories:
  Business, Career, and Finance  
Online:
This is an online event. Event URL will be sent via registration email.

Registration is required. There are 189 seats available.

PROGRAM CONTACT:

Yang Wang

203-622-7924

ywang@greenwichlibrary.org