facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Upcoming Events

Personal Portfolio Management in Good Times and Bad

Do you have a portfolio organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In this presentation, Julie Jason highlights key personal portfolio management techniques and insights that will help you gain control over your results, along with a better sense of how to deal with the uncertainty that we all face as investors, especially during challenging economic times.

Click here to register

How to prepare for retirement

Learn how to retire securely with enough income to last a lifetime and beyond, leaving a legacy for your heirs and charities. How can history make you a better investor? How can you optimize your retirement plan? Learn about new SEC regulations that will affect your decision on who to use as your financial professional as you plan for retirement. Learn how to teach your children to contribute to a 401(k) without lowering their take-home pay.


Retirement Planning with Julie Jason, JD, LLM

Participate in a lively discussion about topics that lead to a successful retirement and lessons you can pass on to your children and grandchildren to help them optimize the benefit of time.


Transitioning into retirement – it’s time to revisit your financial plan

The riskiest time of one’s investment life is the transition into retirement. Moving from having a steady paycheck to relying on your portfolio for income is not an easy task. It is a time that is fraught with worry and the potential of making irretrievable mistakes.  (You won’t go back to work for another 40 years to build up a new retirement portfolio.)

The secret to a secure retirement is planning.  And, the most important time to have a well-thought out and actionable plan is just before you retire. 


Financial considerations for your estate plan

Estate planning is not just for the ultra-wealthy. Are you aware of estate tax saving techniques and resources?  How do finance and estate planning documents dovetail? What happens if you have no will? What happens to your retirement plans? How will your assets flow to your heirs?  What happens if you are incapacitated?  What can you do to make sure you have the right team in place before an unexpected incapacity or a death?  


Smart ways to plan for retirement account withdrawals after age 70

If you are approaching age 70, do you know how to take required minimum distributions (RMDs) from your 401(k), IRA or other retirement plans?  If you have multiple 401(k)s IRAs, brokerage accounts or multiple financial professionals, as many high net worth people do, you’ll need to feel comfortable with the plan you’ve created to manage RMDs, potentially through decades of retirement.  How should those accounts be invested?  What’s the plan?  Importantly, the plan must accommodate multiple objectives (current income plus capital appreciation) and goals (lifelong income; legacy), and it has to fit you – not anyone else.  


Gifting to children and grandchildren; Giving to the next generation, educating and mentoring young people

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.  One way is to set up 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.  For the charitably inclined, we will also discuss donor advised funds and private foundations.  This session will help you bring younger generations into a conversation that will help prepare them and you as the future unfolds.