Testimonials

Clear Expertise

"Julie Jason takes the complexities of dealing with one's finances to a new level, one the reader can actually understand. She anticipates the ordinary person's questions and answers them clearly, with expertise, plus she provides helpful backup sources for those who want to explore the topic more."

Connecticut Press Club

A Great Speaker

"Julie is a great speaker. She offers practical, easily understood investment advice. She also combines a "big picture" view of the economy with specific recommendations.  Julie offers something for sophisticated investors and investing novices alike."

Peter Helmer, CT / Westchester chapter of Columbia Business School Club of NY

Immediate Action Steps That Anyone Can use

"Our audience of Baby Boomer women found Julie’s presentation very valuable.  Julie is able to provide information and immediate action steps that anyone can use to better navigate the road to retirement.  As Julie spoke, the audience was busy highlighting her book “The AARP Retirement Survival Guide” so that they could get right to work on her user-friendly suggestions." 

Nora L. Duncan, State Director, AARP Connecticut

Real Credibility

“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, Westport Sunrise Rotary Club

A New Point of View

"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
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