Investment Basics Series II: Spousal Financial Security, Not to Be Ignored: Learning from High Net Worth Couples

This program was designed for a Greenwich Library patron who asked: What can a “good partner” do for his or her significant other, anticipating that he or she may be “left alone” someday? Because conversations about health, longevity, finances and the future can be emotionally charged, ignorance can seem like bliss. Realistically, it is better to be informed. In this course, Julie Jason, investment counsel to high-net-worth families will share how to openly discuss finances, spending, budgeting, retirement security, and the very real risk of eventual illness, incapacity or death – and how to do that in a calm setting where safely addressing the worst of times, can lead to a plan for the best of times.

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Investment Basics Series III: A Step-by-Step Retirement Survival Guide for Spouses and Families

Are you and your spouse “on the same page” regarding retirement planning and finances? Are you prepared to handle financial responsibility in retirement, anticipating you may be “left alone” someday? Without proper guidance, taking on these responsibilities by yourself can feel confusing and overwhelming, especially after the illness, incapacity or death of a loved one. In this course, Julie Jason, investment counsel to high-net-worth families will provide a step-by-step action plan to help spouses and families address gaps in knowledge and prepare for the necessary decisions that come with planning a secure future.

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Non-Profit Insight II: Create an Action Plan 

To join our invite list please email Janella@juliejason.com