Speaker Julie Jason will discuss tax-free gifting, the mechanics of establishing an account for a child, how to gift to it, how to research investments, risk management and more.
Jason is chief investment officer for Stamford-based Jackson, Grant Investment Advisers Inc. She authored "Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad" and "The AARP Retirement Survival Guide: How to Make Smart Decisions in Good Times and Bad.”
The talk will take place at 7 p.m. in the Louise Parker Berry Community Room.
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