Wednesday, June 1st at 7 p.m.
How can you leverage tax-free gifts into substantial nest eggs for kids and grandkids? In this presentation, Julie Jason will discuss tax-free gifting. If you want to start the young people in your family on the right track toward financial security, there is no better way than through a short-term gifting program that leverages time.
Attendees will learn:
• The mechanics of setting up an account for a child
• How to gift to the account
• How to research investments that will appreciate over the long-term
• How to manage risk
• How to teach kids to take advantage of time
About the presenter
Julie Jason, JD, LLM, Chief Investment Officer, Jackson, Grant Investment Advisers, Inc. Stamford, CT, is the author of "Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad" and "The AARP Retirement Survival Guide: How to Make Smart Decisions in Good Times and Bad.”