Faculty: Investment counsel Julie Jason, JD, LLM, Author of an American Bar Association Publication, “The Discerning Investor:
Personal Portfolio Management in Retirement for Lawyers (and Their Clients)”
November 16, 2022, at 1 PM EST.
Stamford, CT, November 14, 2022—In an ABA CLE webinar, at 1 PM EST Nov. 16, 2022, Investment Counsel Julie Jason, JD, LLM, presents:
- How to recognize and avoid conflicts of interest retail investors face when engaging financial professionals
- How regulations impact standards of care
- How new SEC disclosures (Form CRS) help the due diligence process
- Why due diligence is necessary before a lawyer refers a financial professional to a client
This CLE program is offered live only on Nov. 16. Register for CLE exclusively through the ABA here: https://www.americanbar.org/events-cle/mtg/web/426433091/.
For written material on the topics discussed in the program, read Ms. Jason’s book, The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients). The book is available exclusively through the ABA: https://www.americanbar.org/products/inv/book/422017878/. Go to https://jacksongrant.us/next- steps/the-discerning-investor to hear the author discuss the book. Discounts are available for books ordered in bulk. Special consideration is given to law firms, state bars, CLE programs, and other bar- related organizations.Inquire with the ABA Service Center at (800)285-2221 or [email protected].
The Discerning Investor By Julie Jason, JD, LLM ABA
Paperback • 203 Pages
The trusted voice of retirement investing, Julie Jason.
Visit her at www.jacksongrant.us and follow her:
ABOUT THE AUTHOR
Julie Jason, JD, LLM, developed her views on financial services over a career in law and management, starting out on Wall Street as a lawyer. Thirty years ago, she founded her own investment counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high-net-worth families.
To hear Julie speak about Jackson, Grant, go to www.jacksongrant.us (A Message From Our Founder).
Through her award-winning weekly investor education column (syndicated by Andrews McMeel Syndication), Julie troubleshoots financial problems for a broad audience of readers of every financial means. Her award-winning books and columns have been recognized for excellence in financial literacy education and accuracy in reporting. www.juliejason.com
If you represent a law firm or corporate law department, Julie is happy to speak with your management committee about the content ofThe Discerning Investor for professional development. Contact Angela Gagliardo at [email protected] (203.322.1198) for more information.
The book is available exclusively through the ABA: https://www.americanbar.org/products/inv/book/422017878/ Go to https://jacksongrant.us/next-steps/the-discerning-investor to hear the author discuss the book. Discounts are available for books ordered in bulk. Special consideration is given to law firms, state bars, CLE programs, and other bar- related organizations.Inquire with the ABA Service Center at (800) 285-2221 or [email protected].
Name: Angela Gagliardo
Email: [email protected]
Job Title: Editorial Associate
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