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Roundtable: Gifting to Children and Grandchildren with Julie Jason, JD, LLM

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park

Stamford, CT 06905

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How can you leverage tax-free gifts into substantial nest eggs for kids and grandkids? Join us for a discussion on tax-free gifting.

About this Event

If you want to start the young people in your high net worth family on the right track toward financial security, there is no better way than through a short-term gifting program that leverages time. Join us at this roundtable to discuss Julie Jason’s “MarketMath™” program.

About Julie Jason

A proponent of investor protection and financial literacy, Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc., and an award-winning columnist and author who shares insights gained from a lifelong career in money management and law. Syndicated by King Features, her CLARION award-winning weekly column has been recognized by the IRS for “accurate, timely, informative and helpful tax information” and by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club for "Excellence in Journalism."

About Jackson, Grant

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

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Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park

Stamford, CT 06905

View Map

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