Events

REGISTER for one of Julie's events.

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

High Net Worth Roundtable Discussion: Setting up Your Own Charitable Foundation

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, May 9, 2017 - 8:00am - 9:00am

The vast majority of high net worth households give to charity, according to the Bank of America Study of High Net Worth Philanthropy.  If you are charitably inclined, have you thought about setting up your own charitable foundation?  In this roundtable, we will explore how to use a charitable foundation to leverage your charitable gifting to support your personal passions and ideals.

Ultra-High Net Worth Roundtable Discussion: Should You Set Up a Family Office?

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Thursday, May 18, 2017 - 5:30pm - 6:30pm

According to the World Economic Forum, the number of ultra-high-net-worth individuals is growing dramatically (up 54% between 2008 and 2014).  If your assets are $50 million or more, have you considered setting up your own family office?  The number of family offices being set up has been increasing over the last decade, and this trend shows no sign of declining.

High Net Worth Roundtable Discussion: Have You Done a “Survivor Analysis”?

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, May 23, 2017 - 8:00am - 9:00am

High net worth couples with over $20 million in assets usually have solid estate plans and asset protection strategies to lower taxes, preserve wealth, and adequately care for surviving spouses.  The practical question to consider is what happens to the couple’s assets if the husband predeceases the wife (and vice versa.)  We will answer that question in this roundtable through

High Net Worth Roundtable Discussion: Approaching Retirement - Are You Ready?

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, June 6, 2017 - 8:00am - 9:00am

Retirement is one of those major life transitions that you have to do right the first time: you are not going to start another 30-40 year long career.  The decision-making that goes into a retirement investment strategy is multifaceted and, depending on personal circumstances, can be complicated.  In this roundtable, we’ll discuss why your investment-thinking needs to change to

High Net Worth Roundtable Discussion: “Retail Sales Force” or “Investment Counsel”? Do You Know the Difference and Should You Care?

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Thursday, June 22, 2017 - 5:30pm - 6:30pm

According to studies sponsored by the SEC, the public is unaware that there are differences between “financial advisers” – and because of those differences, there are choices.  Wall Street insiders see financial advisers as their “retail sales force.”  While there are many good sales reps in the financial services industry, you can’t ignore producti

Roundtable Discussion: MarketMath™- How to Launch Children and Grandchildren on a Path to Financial Independence.

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, June 27, 2017 - 8:00am - 9:00am

If you want to start the young people in your family on the right track toward financial security, there is no better way than through a short-term gifting program that we call “MarketMath.” A gift of stock to your children or grandchildren pays more dividends than one can imagine.  In this roundtable, we’ll discuss how the math of the market can be used to o

High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Thursday, July 13, 2017 - 5:30pm - 6:30pm

If you are married, you need to be alert to a common estate planning pitfall: lack of coordination between your estate plan and your investment plan. A costly estate plan intended to save taxes and benefit heirs can be hampered if the assets don’t flow properly as planned.

High Net Worth Roundtable Discussion: Suddenly Single? Take Charge of Your Financial Transition

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Thursday, July 20, 2017 - 5:30pm - 6:30pm

The loss of a spouse due to a debilitating illness, a death or divorce is a time of trauma and transition -- more so, for those who are not used to making major financial decisions on their own.  Join us in this roundtable discussion led by Julie Jason, JD, LLM, to explore how to avoid mistakes during difficult times. 

Call 203.322.1198 or email alison@jacksongrant.us

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