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The secret to a secure retirement is planning. If you already have a plan, it’s time to act. If retirement came as a surprise, it’s time to make retirement planning a priority. In this session, we will talk about setting up pension-like income streams; how to anticipate, not react to, market-moving events; how to monitor investments; and when to make changes to your plan.
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 and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.
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