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Do you have a retirement “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, Personal
Portfolio Manager Julie Jason will review the basics of retirement investing
with a focus on avoiding common mistakes and designing a retirement portfolio
that will last a lifetime in good markets and bad. Attend this presentation to
learn how to create an action plan to meet your retirement goals.
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. 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 Andrews McMeel is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.
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