MarketMath & You™ Part II: The Mechanics of a MarketMath & You™ Gift

Considering making a MarketMath & You™ gift? In this follow-up presentation, we will share how you can do this on your own, including how to engage children (and parents of grandchildren). Join us at this virtual roundtable to learn how to set up your own “MarketMath & You™” program.

About Julie Jason, JD, LLM

Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc. of Stamford, CT, a boutique investment counsel firm for select high-net-worth families and proponents of financial literacy for all. She is the author of a number of award-winning investment books and a weekly investor education column recognized for clarity and accuracy in reporting. Her latest book was just released by the American Bar Association, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients).”

About Jackson, Grant

Jackson, Grant Investment Advisers, Inc. is an independently owned fiduciary boutique that serves high-net-worth families ($5 million AUM) as investment counsel. The firm is SEC registered, with offices in Stamford, Conn. https://www.jacksongrant.us Tel: 203-322-1198