Date: Tuesday, May 13, 2014
Topic: Managing Retirement Wealth
Speaker: Julie Jason, CIO, Jackson, Grant Investment Advisers, Inc.
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 the quality of their lifestyles. This presentation by Julie Jason 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. Whether you’re a novice or experienced investor, you’ll find resources, insights and strategies here to make effective decisions upon which a sound financial future can be based.