Upcoming Events
Financial Planning Zoom with Julie Jason: Navigating Retirement in Today’s Landscape
Described by the Institute for Financial Literacy as "the trusted voice of retirement investing," Julie Jason is a longtime advocate for investor protection and financial literacy. After earning her LLM from Columbia Law School, she started her Wall Street career as a securities lawyer, moved into management, then built an independent fiduciary boutique — Jackson, Grant Investment Advisers, Inc. of Stamford, CT — where her team manages portfolios for high-net-worth families with legacy goals.
Julie will share insights from working with clients and their families, accountants, and attorneys through four bear markets (two mega bears) and five bulls – along with her experience as a mediator and arbitrator for FINRA.
Julie Jason will cover:
o Why retirement is different from any other investment life spano Why spouses need to be involved with portfolio management, tax planning and legacy planning
o Understanding financial experts -- lessons from The Discerning Investor.
o Why the people you work with are more important than the investments you choose.
REGISTRATION REQUIRED
Estate Planning: Is more than just documents
(Session 1 of 2)
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:
o Couples planning retiremento Updating an existing estate plan
o Navigating a major life or financial transition together
REGISTRATION REQUIRED
Estate Planning: Is more than just documents
(Session 2 of 2)
Session 2 — For Singles and Couples Planning Your Legacy: What You Leave Behind, On Purpose
Legacy planning is about more than transferring assets—it's about making intentional choices for the people and causes you care about most. Julie Jason walks attendees through how to think beyond the will: structuring gifts to family, incorporating charitable giving, and making sure your legacy reflects your values, not just your paperwork.
Ideal for individuals and couples ready to think beyond "who gets what" and toward "what kind of impact do I want to leave."
REGISTRATION REQUIRED