Julie Jason
Julie Jason
Upcoming (0)
Past (42)
High Net Worth Roundtable Discussion: The Complications of Wealth: How to Coordinate Your Financial and Estate Plans
Tue, Jan 30 • 5:30 PM
Free
High Net Worth Roundtable Discussion: The New Connecticut Estate Tax: What You Need to Know
Tue, Jan 16 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Children and Grandchildren: Gifts That Pay Dividends
Tue, Dec 12 • 5:30 PM
Free
AuthorTalk: The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad
Thu, Dec 7 • 6:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Tue, Oct 17 • 5:30 PM
Free
High Net Worth Roundtable Discussion: How to Launch Children and Grandchildren on a Path to Financial Independence
Wed, Sep 27 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Thu, Jul 13 • 5:30 PM
Free
High Net Worth Roundtable Discussion: “Retail Sales Force” or “Investment Counsel”? Do You Know the Difference and Should You Care?
Thu, Jun 22 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Have You Done a “Survivor Analysis”?
Thu, May 25 • 8:00 AM
Free
High Net Worth Roundtable: Setting up Your Own Charitable Foundation
Tue, May 9 • 8:00 AM
Free
Roundtable Discussion: Trusts & Estates
Wed, Jul 27 • 5:30 PM
Free
Roundtable Discussion: Family First - Wealth transfer & legacy planning
Wed, Jul 20 • 5:30 PM
Free
High Net Worth Roundtable Discussion: The Complications of Wealth: How to Coordinate Your Financial and Estate Plans
Tue, Jan 30 • 5:30 PM
Free
High Net Worth Roundtable Discussion: The New Connecticut Estate Tax: What You Need to Know
Tue, Jan 16 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Children and Grandchildren: Gifts That Pay Dividends
Tue, Dec 12 • 5:30 PM
Free
AuthorTalk: The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad
Thu, Dec 7 • 6:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Tue, Oct 17 • 5:30 PM
Free
High Net Worth Roundtable Discussion: How to Launch Children and Grandchildren on a Path to Financial Independence
Wed, Sep 27 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Thu, Jul 13 • 5:30 PM
Free
High Net Worth Roundtable Discussion: “Retail Sales Force” or “Investment Counsel”? Do You Know the Difference and Should You Care?
Thu, Jun 22 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Have You Done a “Survivor Analysis”?
Thu, May 25 • 8:00 AM
Free
High Net Worth Roundtable: Setting up Your Own Charitable Foundation
Tue, May 9 • 8:00 AM
Free
Roundtable Discussion: Trusts & Estates
Wed, Jul 27 • 5:30 PM
Free
Roundtable Discussion: Family First - Wealth transfer & legacy planning
Wed, Jul 20 • 5:30 PM
Free
Events
High Net Worth Roundtable Discussion: The Complications of Wealth: How to Coordinate Your Financial and Estate Plans
Tue, Jan 30 • 5:30 PM
Free
High Net Worth Roundtable Discussion: The New Connecticut Estate Tax: What You Need to Know
Tue, Jan 16 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Children and Grandchildren: Gifts That Pay Dividends
Tue, Dec 12 • 5:30 PM
Free
AuthorTalk: The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad
Thu, Dec 7 • 6:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Tue, Oct 17 • 5:30 PM
Free
High Net Worth Roundtable Discussion: How to Launch Children and Grandchildren on a Path to Financial Independence
Wed, Sep 27 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Thu, Jul 13 • 5:30 PM
Free
High Net Worth Roundtable Discussion: “Retail Sales Force” or “Investment Counsel”? Do You Know the Difference and Should You Care?
Thu, Jun 22 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Have You Done a “Survivor Analysis”?
Thu, May 25 • 8:00 AM
Free
High Net Worth Roundtable: Setting up Your Own Charitable Foundation
Tue, May 9 • 8:00 AM
Free
Roundtable Discussion: Trusts & Estates
Wed, Jul 27 • 5:30 PM
Free
Roundtable Discussion: Family First - Wealth transfer & legacy planning
Wed, Jul 20 • 5:30 PM
Free
High Net Worth Roundtable Discussion: The Complications of Wealth: How to Coordinate Your Financial and Estate Plans
Tue, Jan 30 • 5:30 PM
Free
High Net Worth Roundtable Discussion: The New Connecticut Estate Tax: What You Need to Know
Tue, Jan 16 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Children and Grandchildren: Gifts That Pay Dividends
Tue, Dec 12 • 5:30 PM
Free
AuthorTalk: The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad
Thu, Dec 7 • 6:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Tue, Oct 17 • 5:30 PM
Free
High Net Worth Roundtable Discussion: How to Launch Children and Grandchildren on a Path to Financial Independence
Wed, Sep 27 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Trusts & Estates: How to Coordinate Your Financial and Estate Plans
Thu, Jul 13 • 5:30 PM
Free
High Net Worth Roundtable Discussion: “Retail Sales Force” or “Investment Counsel”? Do You Know the Difference and Should You Care?
Thu, Jun 22 • 5:30 PM
Free
High Net Worth Roundtable Discussion: Have You Done a “Survivor Analysis”?
Thu, May 25 • 8:00 AM
Free
High Net Worth Roundtable: Setting up Your Own Charitable Foundation
Tue, May 9 • 8:00 AM
Free
Roundtable Discussion: Trusts & Estates
Wed, Jul 27 • 5:30 PM
Free
Roundtable Discussion: Family First - Wealth transfer & legacy planning
Wed, Jul 20 • 5:30 PM
Free