Greenwich Library Retirement Planning I: You’re Retired – It’s Time to Revisit Your Financial Plan Online

The secret to a secure retirement is planning. In this session, seasoned investment counsel Julie Jason, JD, LLM, will talk about setting up pension-like income streams; how Social Security fits into the picture; how to anticipate, not react to, market-moving events; how to monitor investments; when to make changes to your plan; and whether and how to include a financial professional in the mix.

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 thirty 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 its 25^th year in publication in 2023, is nationally syndicated by Andrews McMeel, and is published locally in Greenwich Time each Sunday and in a number of other Connecticut 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.

Yang Wang
203-622-7924
[email protected]