Financial Planning in Retirement Part V-Giving to the Next Generation
(Dec. 14, 2022)

Thank you for attending Julie Jason's "Financial Planning in Retirement" series 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. If you read Julie's award-wining weekly column in your local paper or would like to, please let us know the name of the paper. The award winning column covers a wide range of investment and retirement topics.

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* 3. If you would like to submit questions for Julie to answer in her column, please let us know. We will follow up with you by email.

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* 4. If there is sufficient interest we would host virtual roundtables, small group discussions where we can delve deeper into a given topic and get your questions answered. Which discussion would be of interest to you? Check https://juliejason.com/speaker/upcoming-events to learn how to register.

Get Ready for a Visit with Your Trust & Estates Attorney (No Matter Your Financial Situation)

Get Ready for a Visit with Your Trust & Estates Attorney (if Your Estate Will Be Subject to the Federal Estate Tax Over $12MM)

Get Ready for Retirement

Insights for Lawyers and Accountant to Prepare for a Client's Retirement

Other (please specify)

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* 5. Would you like to be placed on Julie's email correspondence list for future invitations and other information? (If yes, be sure to include your email below)

I already receive email invitations

Yes, my email is:

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* 6. Please provide your name.

Name

THANK YOU! We appreciate your taking the time to give us your views. If you would like to contact us for any reason, please email info@jacksongrant.us or call us at 203-322-1198. Please ask for Ilona. Our website is jacksongrant.us

Financial Planning in Retirement Part V-Giving to the Next Generation (Dec. 14, 2022)

Question Title

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

Question Title

* 2. If you read Julie's award-wining weekly column in your local paper or would like to, please let us know the name of the paper. The award winning column covers a wide range of investment and retirement topics.

Question Title

* 3. If you would like to submit questions for Julie to answer in her column, please let us know. We will follow up with you by email.

Question Title

* 4. If there is sufficient interest we would host virtual roundtables, small group discussions where we can delve deeper into a given topic and get your questions answered. Which discussion would be of interest to you? Check https://juliejason.com/speaker/upcoming-events to learn how to register.

Question Title

* 5. Would you like to be placed on Julie's email correspondence list for future invitations and other information? (If yes, be sure to include your email below)

Question Title

* 6. Please provide your name.

Financial Planning in Retirement Part V-Giving to the Next Generation
(Dec. 14, 2022)