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 for "Excellence in Journalism" by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club.

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