« All Events

  • This event has passed.

VIRTUAL – Investment Basics I: How to Set and Meet Investment Objectives

September 18, 2020 @ 10:00 am - 11:00 am

Get started on a program of lifelong investment success by understanding investment objectives. Since objectives guide your investment activity (without them, the results are random), learn how to set your own objectives and meet your personal goals through saving and investing.

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone a few months ago, is syndicated by King Features and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.

Details

Date:
September 18, 2020
Time:
10:00 am - 11:00 am
View Event Website

Venue

Online Event

Organizer

Greenwich Library
Phone:
203-622-7918
Loading...

Greenwich Sentinel Digital Edition

Stay informed with unlimited access to trusted, local reporting that shapes our community subscribe today and support the journalism that keeps you connected
$ 45 Yearly
  • Weekly Edition Of The Greenwich Sentinel Sent To Your Email
  • Access To Past Digital Issues Of The Sentinel
  • Equivalent To Spending 12 Cents a Day
Popular