Connecticut Chapter Future Meetings
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The AAII Connecticut Chapter presents...
"Moving From a Collection of Investments to a Retirement Portfolio"
Do you have a retirement “portfolio” organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? Julie Jason will highlight key personal portfolio management techniques and insights that will help you gain control over your results along with a better sense of how to deal with the uncertainty that we all face as investors, especially during challenging economic times. She 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 Excellence in Financial Literacy Education (EIFLE) award. This was also the subject of her presentation at the 2012 AARP National Convention, which was held last month in New Orleans.
Julie Jason, J.D., LL.M.
Co-founder, Jackson, Grant Investment Advisers Inc.; Author; Columnist
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