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.
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. 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. (www.jacksongrant.us) 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 a few months ago, is syndicated by King Features and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers. (www.juliejason.com)