Date: Thursday, October 18, 2012
Topic: Moving From a Collection of Investments to a Retirement Portfolio
Speaker: Julie Jason, J.D., LL.M., Co-founder, Jackson, Grant Investment Advisers Inc.; Author; Columnist
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.