Thursday, March 8 at 7 p.m.
A real concern for investors approaching retirement is losing assets in volatile or down market periods, and as a result, having to either work longer or reduce lifestyles. Managing Retirement Wealth will help you anticipate market-moving events, graduate from random buying and selling, and construct a goal-directed personal portfolio customized to serve you and your family for a lifetime.
Julie Jason directs the personal portfolio management practice of Jackson, Grant Investment Advisers of Stamford, CT. A proponent of financial literacy, Jason is also the author of the award-winning AARP Retirement Survival Guide, a Booklist Top Ten Business Book and recipient of the Axiom Business Book Gold Medal for Retirement Planning. Her award-winning investor education column appears every Sunday in the business sections of the Stamford Advocate, Greenwich Time, Danbury News Times, and Connecticut Post.
Additional parking for evening and weekend Library programs on Thorndal Circle (behind Nielsen’s).