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.

High Net Worth Roundtable Discussion: The New Connecticut Estate Tax: What You Need to Know

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, January 16, 2018 - 5:30pm - 6:30pm

A new Connecticut estate tax was enacted in 2017, effective 2018.  As a result, more estates will be exempt from Connecticut estate taxes.  Does this development change your estate plan?    If you have been thinking of changing your Connecticut domicile to Florida to avoid Connecticut estate taxes, should you reconsider

High Net Worth Roundtable Discussion: The Complications of Wealth: How to Coordinate Your Financial and Estate Plans

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, January 30, 2018 - 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. We will discuss how to help both spouses understand what will happen to their assets when one of them passes away.

High Net Worth Roundtable Discussion: Charity Begins at Home: Setting up Your Own Foundation

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, February 6, 2018 - 5:30pm - 6:30pm

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.

High Net Worth Roundtable Discussion: A Time of Change: Preparing for Transitional Times

Location: 
Jackson, Grant Investment Advisers, Inc. 2 High Ridge Park, Stamford, CT 06905
Date: 
Tuesday, February 27, 2018 - 5:30pm - 6:30pm

Life transitions are inevitable. Whether the transition is changing jobs, divorce, or the incapacity or death of a spouse or parent, it can have a significant impact on your financial health.  The best time to prepare for a transition is before the event. What can you do today to prepare for the future? In this session, we will discuss avoiding mistakes and missed opportunities.

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