What I Wish I Knew Before I Retired

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What I Wish I Knew Before I Retired

Investment thinking needs to change as a retiree. Join us for a 30-min. discussion on how to avoid mistakes and missed opportunities.

By Julie Jason

When and where

Date and time

Thursday, March 23 · 10 - 10:30am PDT



About this event

Retirement is one of those major life transitions that you must "do right" the first time. (Who restarts a 30-to-40-year-long career?) The decision-making that goes into a retirement investment strategy is multifaceted and, depending on personal circumstances, can be complicated. This roundtable will discuss why your investment thinking needs to change to address life as a retiree. The key to a secure and successful retirement is understanding and avoiding both mistakes and missed opportunities.

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

About the organizer

Organized by
Julie Jason
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