Register to receive attendee join link and password.
Estate planning is not just for the ultra-wealthy. Are you
aware of estate tax-saving techniques and resources? How do financial and
estate planning documents dovetail? What happens if you have no will? What
happens to your retirement plans? How will your assets flow to your heirs? What
happens if you are incapacitated? 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. More than 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 in 2017, is syndicated by Andrews McMeel and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.
To get early access to all the Library's Small Business, Jobs & Careers, and Nonprofit programs and events, sign up here for the monthly Business & Career Email List