Tag: investment counsel

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 […]

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, […]

  The Discerning Investor Personal Portfolio Management in Retirement for Lawyers (and Their Clients) Julie Jason is available for Interviews Byline/guest articles Speeches and CLE Meetings with Law Firm Management Committees     Stephen Seckler, President of Seckler Attorney Coaching, […]

A new American Bar Association publication titled “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)” provides  in-the-trenches insights from seasoned investment counsel. “This is the one book lawyers and clients should read to become knowledgeable […]