Survey of Greenwich Library Attendees: Investment Basics III - Research Tools (May 29, 2024)

Thank you for attending Julie Jason's "Investment Basics" with the Greenwich (CT) Library. We are delighted that you were able to attend, appreciate your participation, and welcome your feedback.

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* 1. Please share one or two insights you gained from the presentation.

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* 2. Please share any suggestions for future presentations.

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* 3. Which of the following additional virtual presentations would be of interest?

Investment Basics IV - Why Portfolio Review Is Important & How to Do It (June 5, 2024)

Other?

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* 4. Would you like to be placed on Julie's email correspondence list for invitations to future presentations and events?

Yes

I already am on Julie's correspondence list

If yes, please provide your email

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* 5. Julie writes an award-winning weekly syndicated financial education column that covers a wide range of investment and retirement topics. If you would like to see the column featured in your local newspaper, please enter the name and city of the paper.

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* 6. Please send us any specific question(s) you would like Julie to address in her column.

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* 7. If you would like to see Julie speak at any additional venues, please provide the venue name(s) and point(s) of contact.

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* 8. Please provide your name and city/state.

Name

City/Town

State/Province

THANK YOU! We appreciate you taking the time to answer our survey.

Julie’s latest book, The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients) is the recipient of the 2023 Excellence in Financial Literacy Education (EIFLE) Award for Adults’ Book of the Year: Investing & Retirement Planning. Julie shares her decades of experience working with lawyers and others to help readers create a clear path to peace of mind in a retirement that can last decades. She reviews key information about the markets, risk, structuring income-generating portfolios, and the new regulatory framework governing investment advisers and brokers that explains standards of conduct and the importance of identifying conflicts of interest. You can order a copy of the book through the American Bar Association at https://www.americanbar.org/products/inv/book/422017878/
or Amazon at
https://www.amazon.com/dp/1639050620?ref_=cm_sw_r_cp_ud_dp_JR557SXJB37HX4TDB80M

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For additional information, please email info@jacksongrant.us or call 203-322-1198 and ask for Oscar. Our website is jacksongrant.us