Events

REGISTER for one of Julie's events.

Interested in having Julie present at your event? Email alison@juliejason.com or call 203-322-1198.

AuthorTalk: The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad

Location: 
Greenwich Library (Meeting Room) 101 West Putnam Avenue Greenwich, CT 06830
Date: 
Thursday, December 7, 2017 - 6:30pm - 8:00pm

This educational program will discuss how to deal with the uncertainty of the markets so that an investor can anticipate, not react to market-moving events. Focus: how to construct a goal-oriented personal portfolio customized to provide income for a life, plus a legacy. Emphasis: process, time diversification, beta, coverage ratios, volatility, metrics, and investment selection.

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