Executive Director, Rachel Gordon, commented: “We are delighted that Julie Jason won her third EIFLE award for works on sound investment decision-making. This rare achievement demonstrates the excellence of Ms. Jason’s work and her unwavering dedication to financial literacy education.”
PORTLAND, Maine (PRWEB) April 15, 2019
Greenwich, Conn. resident, Julie Jason, founder and CEO of Stamford, Conn.-based Jackson, Grant Investment Advisers, Inc. won the 2019 Excellence In Financial Literacy Education (EIFLE) Award for her book, “Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist” (2018/Sterling Publishers), announced The Institute for Financial Literacy (http://www.FinancialLit.org), a nonprofit 501(c)(3) tax exempt organization whose mission is to promote effective financial education and counseling.
Ms. Jason’s book was chosen as Adult’s Book of the Year, Risk Management.
The Institute’s Executive Director, Rachel Gordon, commented: “We are delighted that Julie Jason won her third EIFLE award for works on sound investment decision-making. This is a rare achievement and demonstrates the excellence of Ms. Jason’s work and her unwavering dedication to financial literacy education through her books, column, and lectures.”
Ms. Jason’s first EIFLE was awarded in 2010 for “The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad” (2009 updated and revised as the “Retirement Survival Guide” in 2017). Her second EIFLE was awarded in 2012 for “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad” (2011). A new version of “Managing Retirement Wealth” will soon be available for pre-order.
A seasoned personal portfolio manager who got her start on Wall Street as a lawyer, Ms. Jason’s insights, observations, tools, and advice, come from the real world. Her fiduciary boutique, Jackson, Grant Investment Advisers, Inc. of Stamford, CT, has the distinction of providing high net worth families solace from the sales culture of Wall Street.
Ms. Jason’s weekly column is nationally syndicated by King Features.
“Julie Jason does a fantastic job of taking complex financial and retirement concepts and presenting them to her readers in a straightforward, clear and helpful way,” said Chris Richcreek, editorial director for columns at King Features, a unit of Hearst.
In accepting the award, Jason said: “In this day when people are living longer and pensions are declining, everyone who wants to retire someday needs to learn how to make good investment decisions. It’s a matter of survival. Since it’s my mission to help readers reach a level of confidence when they save and invest, I am thrilled to receive the Institute’s recognition. It makes the effort of writing worthwhile.”
“It is our great pleasure to once again recognize Ms. Jason for her outstanding contribution to financial literacy education,” reiterated Gordon.
Background information on Julie Jason and Jackson, Grant:
Jackson, Grant Investment Advisers, Inc. is an independent fiduciary boutique that serves as “Personal Portfolio Managers” to select high net worth families ($5 million minimum) as investment counsel. The firm is SEC registered, with offices in Stamford, Conn. http://www.jacksongrant.us Tel: 203-322-1198
Founder, Julie Jason, JD, LLM, got her start on Wall Street as a lawyer. Through her award-winning columns, books and posts, she shares insights gained from 30 years in money management and law. She writes for audiences of every financial means, promoting investor education and protection through her column (syndicated by King Features), Forbes.com posts, and her books.
Ms. Jason has been a proponent of Financial Literacy and Retirement Finance Education since 1996 with the publication of “You and Your 401(k): How to Manage Your 401(k) for Maximum Returns” (Simon & Schuster), endorsed by then-president of the Profit Sharing 401(k) Council of America: “American’s must take control of their financial futures using tools like 401(k) plans. You and Your 401(k) offers excellent practical ideas about how to maximize the benefits of saving and investing through 401(k)s.” Author of “The 401(k) Plan Handbook” (1997); “Strategic Investing After 50” (2001); “Julie Jason’s Guide to CT Probate: What Every CT Family Needs to Know About Probate” (2007); “The AARP Retirement Survival Guide” (2009); “Managing Retirement Wealth” (2011/2017); “The Retirement Survival Guide” (2017); “Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist” (2018).
Background information on EIFLE
About the Excellence in Financial Literacy Education (EIFLE) Awards
Established in 2007, the mission of the EIFLE Awards is to promote the effective delivery of consumer financial products, services and education by acknowledging the accomplishments of those that advance financial literacy education. The EIFLE Awards dinner is held each year during the Annual Conference on Financial Education.
About the Institute for Financial Literacy
The Institute for Financial Literacy is a nonprofit 501(c)(3) tax exempt organization whose mission is to promote effective financial education and counseling. As a national authority on adult financial education, the Institute advances professionalism and effectiveness in the field of financial literacy by setting the National Standards for Adult Financial Literacy Education™, hosting the Annual Conference on Financial Education™, presenting the Excellence In Financial Literacy Education (EIFLE)™ Awards, and administering certifications through Fincert.org™. For more information about the Institute, visit http://www.FinancialLit.org or call 207-873-0068.