The AAII Northern New Jersey Chapter presents...
"How to Graduate From a Collection of Investments to a Portfolio Geared for Retirement"
Discussed by:
Julie Jason, J.D., LL.M.
Co-founder, Jackson, Grant Investment Advisers
Julie Jason will present highlights from her sixth book, “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad,” which was recognized by the prestigious EIFLE Award for excellence in financial literacy education. This is also the subject of her upcoming presentation at the 2012 AARP national convention, which will be held September 20–22 in New Orleans.
| Attend This Meeting and Learn... |
 | How to transition to a portfolio structured to meet retirement income goals |
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| How to develop a sense of healthy skepticism to evaluate investment opportunities and advice
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| How to structure and monitor portfolios
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