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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.
When and where
Date and time
Thursday, March 23 · 10 - 10:30am PDT
Location
Online
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