Posted by Described by the Institute for Financial Literacy as "the trusted voice of retirement investing," Julie Jason is a longtime advocate for investor protection and financial literacy. After earning her LLM from Columbia Law School, she started her Wall Street career as a securities lawyer, moved into management, then built an independent fiduciary boutique — Jackson, Grant Investment Advisers, Inc. of Stamford, CT — where her team manages portfolios for high-net-worth families with legacy goals.
Julie will share insights from working with clients and their families, accountants, and attorneys through four bear markets (two mega bears) and five bulls – along with her experience as a mediator and arbitrator for FINRA.
She will cover:
- Why retirement is different from any other investment life span
- Why spouses need to be involved with portfolio management, tax planning and legacy planning
- Understanding financial experts -- lessons from The Discerning Investor.
- Why the people you work with are more important than the investments you choose.
(Zoom speaker and former CUCFC board president)
Julie Jason, JD, LLM
Julie Jason began her career as a Wall Street securities lawyer before moving into management, eventually leaving to set up her own independent fiduciary boutique, where her team manages personal portfolios for high-net-worth families. A passionate advocate for investor protection and financial literacy at every income level, she has been called "the trusted voice of retirement investing" by the Institute for Financial Literacy.
Her award-winning weekly column—more than 1,400 installments to date—is syndicated by Andrews McMeel. Her finance books have earned the EIFLE Award and the CLARION Award for excellence in financial literacy education and clarity in writing. She is working on her tenth book, aimed at engaging women who normally avoid financial topics. Her earlier books include The AARP Retirement Survival Guide (Sterling), The Discerning Investor (American Bar Association), and Julie Jason's Guide to Connecticut Probate (LawFirst).
Julie donates her time to nonprofits seeking fundraising guidance and to schools advancing financial literacy education.
If you want to contact Julie directly with questions or comments, her email is [email protected].
Her websites are: