Julie Jason's "The Discerning Investor"

First, an audio message from the author . . .

C l i c k   H e r e  T o   Re a d   C h a p t e r   1

Publisher: American Bar Association 2022

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Discounts are available for books ordered in bulk. Special consideration is given to law firms, state bars, CLE programs, and other bar-related organizations. Inquire with the ABA Service Center at (800) 285-2221 or orders@americanbar.org.

C L E   N o w    A v a i l a b l e . . .

Form CRS: Practical Considerations for Attorneys - National Academy of Continuing Legal Education

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients - American Bar Association

I n   T h e   N e w s . . .

9/13/2022 Podcast: Counsel to Counsel - Planning for Retirement with Julie Jason

7/21/2022 Press Release: Attorney Coach Shares an Important Message About Preparing for a Successful Retirement

7/14/2022 Press Release: New Book for Lawyers & Their Clients: "The Discerning Investor" Shows Lawyers How to Avoid "Trial & Error" in Retirement

Other Publications by Julie Jason

Columns

Award-Winning Weekly Column Syndicated by Andrews McMeel Syndication

 Forbes.com Contributor