Personal finance chat with Jason Lilly - Boston Globe |
| Personal finance chat with Jason Lilly - Boston Globe Posted: 04 Oct 2010 11:14 AM PDT Jason R. Lilly, vice president and director of portfolio management at Rockland Trust., will take your questions about bonds - or anything else money-related - at 1 p.m. Tuesday, Oct. 5. This chat was coordinated by the Financial Planning Association of Massachusetts. For more info, visit www.fpama.org.  About Jason LillyJason Lilly is the vice president and director of portfolio management, where he is responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, he was a financial planner with the Vanguard Group, where he created and developed comprehensive financial plans for high net worth clients. Lilly holds a Bachelor of Science degree in Economics from the University of Massachusetts and a Masters of Business Administration degree from Arizona State University. He is a Chartered Financial Analyst charterholder and has also received his designation as a Certified Financial Planner™. Lilly belongs to the Boston Security Analysts Society, is a board member on the Planned Giving Council of Cape Cod and co-chair of Philanthropy Day on Cape Cod, the largest Philanthropic event on Cape Cod. He is producer and host of Finance Matter$, a local access program about financial topics that impact our daily lives. This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read our FAQ page at fivefilters.org/content-only/faq.php |
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It was just too good to read through Personal finance chat with Jason Lilly. Nowadays wealth planning has become very important thing because you can’t guess when money need will arise. Being ready for such situations is highly important. I got my plan from a certified financial planner india and follow it very strictly. I am sure that would be able to achieve our financial goals on time with this plan.
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