Over the years, Julie has presented on a national and local level before attorneys, accountants, financial service professionals, and the general public. She welcomes the opportunity to address groups that have an interest in retirement security, investment principles, creating retirement income, taxes, and other personal finance issues that concern or confuse the average person who needs to invest prudently.
If you would like Julie to speak to your employees, members, or associates, please contact Ilona Kucharczyk for further information.
Julie is represented by Grada Fischer of the Fischer Ross Group, Inc. of Greenwich, CT.
"You could hear a pin drop as everyone was so tuned into you.” Carol Weigold, First Vice President, Glenville Seniors
"Julie Jason did a super job of tracking the current economic crisis using Wall Street Journal headlines. Her insight into what caused the crisis gave real credibility to her ideas on ending it." John Franklin, Programmer, Westport Sunrise Rotary Club
"As President of a group that's been there, done that, I was very surprised to see how the group reacted to Julie Jason's presentation. I could see by their reaction how much they enjoyed and were educated by Julie's talk." Bill Heron, President, Pitney Bowes Golden Oldies
Julie Jason, Jackson, Grant Investment Advisers, Inc., 2 High Ridge Park, Stamford, CT 06905 Tel: 203-322-1198 Copyright Julie Jason 2009. All Rights Reserved. www.jacksongrant.us