Greenwich Library, Julie Jason's Investment Basics IV: The Portfolio Review - Why It Is Important and How to Do It (Online) - Greenwich Moms

Have an event we should know about? Please Contact Us

Loading Events

« All Events

  • This event has passed.

Greenwich Library, Julie Jason’s Investment Basics IV: The Portfolio Review – Why It Is Important and How to Do It (Online)

June 5 @ 1:00 pm - 2:00 pm

Doing your own review periodically (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy or tactics. This presentation will teach you how to perform a review to catch mistakes and to correct your course on a timely basis, with the ultimate goal of improving your results.

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.

Please see the link for survey for this program. https://www.surveymonkey.com/r/FinancialPlanning5

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.

Yang Wang
203-622-7924
[email protected]

Date:
Wednesday, June 5, 2024
Time:
1:00pm – 2:00pm
Audience:
  Adult 
Categories:
  Business, Career, and Finance 
Online:
This is an online event. Event URL will be sent via registration email.

Details

Date:
June 5
Time:
1:00 pm - 2:00 pm
Event Categories:
,
Website:
https://greenwichlibrary.libcal.com/event/11193777

Join The Greenwich Community

Stay up-to-date with what is happening in-and-around Greenwich, CT with local events, community highlights, and exclusive deals.