Retirement Reality Check 3: Financial Consideration for Your Estate Plan

6:30 PM - 8:00 PM
Greenwich Library
Flinn Gallery

Event Details

Are your financial and estate planning documents in sync with each other? Lifetime issues need to be considered such as incapacity, health care directives, powers of attorney, new CT trust laws, and estate questions such as:

1) What happens if you don’t have a will?
2) How does the SECURE Act affect stretch IRAs?
3) How will your assets flow to your heirs?
4)  What can you do to make sure you have the right team in place before an unexpected incapacity or a death?

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 King Features and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.  (

Event Type(s): Business
Age Group(s): Adults
Presenter: Julie Jason
Yang Wang
(203) 622-7924

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