Date: Tuesday, May 15, 2012
Topic: Managing Retirement Wealth
Speaker: Julie Jason, President & Founder, Jackson, Grant Investment Advisers Inc.
A real concern for investors is losing assets in volatile or down market periods, and as a result, having to work longer or reduce lifestyles. This presentation 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 an experienced investor, you’ll find resources, insights and strategies here to make effective decisions upon which a sound financial future can be based.