Julie Jason

Your Path to a Secure Retirement

What Hosts and Attendees Are Saying about Julie's Presentations


"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.  When she was finished, they all went home with a new point of view on how wills and probate court has changed since they made their wills.  Thank you, Julie.  We will be looking forward to your next visit."  Bill Heron, President, Pitney Bowes Golden Oldies

"On behalf of Greenwich Library, I would like to thank you for your beautiful, professional presentation Tuesday afternoon based on your new book Julie Jason's Guide to Connecticut Probate. You are so knowledgeable about your topic, that you were able to cover a lot of information effectively in a short period of time and to hold the attentions of those with different levels of expertise, from the lawyers in the audience to the financially savvy, to the just plain confused.  Your questionnaire not only provided focus, but served as an informative tool in your valuable session.  Many who attended have stopped by to comment enthusiastically about your program."  
Wynne Delmhorst, Business Services Librarian, Greenwich Library

"I want to extend our sincere gratitude for your wonderful presentation on Wednesday, March 7. Our attendees were delighted you could come and were thoroughly delighted with your talk.  The members of Connections hope you enjoyed speaking before us and we are truly grateful for your time and wisdom and good humor.  Thanks for everything."   Diana Harrington, Connections


"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

“Julie, thank you so very much for the wonderful talk you presented to the Glenville Seniors on Thursday, November 8th.  Feedback from some of the seniors such as ‘where did you find her,’ and ‘she was terrific,’ says it all.  I absolutely loved it and know everyone else did.  You could hear a pin drop as everyone was so tuned into you.  Thank you again and I hope you will consider speaking again in the near future.”  Carol Weigold, First Vice President, Glenville Seniors

“Julie Jason’s presentation on October 24th at the Sacred Heart University Ryan-Matura Library was well received by all who attended.  Julie’s approach to getting her information on Connecticut Probate across to the audience was very interactive.  She came prepared with a survey to give the audience before starting her presentation. This survey asked basic questions with either a true/false or yes/no answer.  During her presentation she went down the list of questions asking the audience what they had answered.  It was amazing to see how little everyone knew about probate. Everyone learned a lot from the experience and hoped she would come back again to do another session.  Overall her visit was greatly appreciated by all who attended."  M. Renata Cioffi, Administrative Services Manager, Ryan-Matura Library, Sacred Heart University

“Thank you for taking the time out to come and speak to our seniors about probate last week. As I mentioned, you actually have quite a fan club here and you didn’t disappoint them.  You have the ability to make complicated procedures understandable and every person I spoke to after your lecture praised both the content of your talk and your presentation. You are welcome to come back and speak anytime – we’d love to have you! Just let me know."  Lynda Romig Bond, Director, Lapham Community Center


"On behalf of the Columbia University Club of Fairfield County, I want to express our deep appreciation to you for your really well applied program last evening at the Silvermine Tavern.  We have received good feedback."  Claire Nathan, President, Columbia University Club of Fairfield County

"Today was terrific!" 
Wynne Delmhorst, Business Services Librarian, Greenwich Library

"Thank you for joining me today and making the program informative, particularly the topic of adjusting assets to create income.  I am sure ears picked up, and that is a fundamental issue for any retiree!"  Sally Skidmore, Transitions, WGCH Talk Radio AM

"Your presentation was an overwhelming success!  We received many positive comments from the participants."  
Rick Pines, Director of Community Relations, Sunrise of Stamford












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


  
            

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