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Tag: Conflicts of Interest

“The Discerning Investor” Wins 2023 EIFLE Book of the Year Award for Investing & Retirement Planning

Press Release

A Must Read – “A vital resource for lawyers and their clients,” according to Rachel Gordon, executive director of the Institute for Financial Literacy  The American Bar Association publication becomes the record fourth consecutive book by author Julie Jason, “the […]

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ABA CLE Course 1 PM EST Nov. 16, 2022 How to Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients

Press Release

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. Register today. Stamford, CT, November 14, […]

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