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.

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. 

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, July 27, 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.

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