What does your financial future look like? What should be included in designing a comprehensive, dynamic financial plan, the critical first step towards protecting what you've built to reach your goals? Join Julina Ogilvie of Westport-based, Principle Wealth Partners, as she leads an informative discussion on: 5 Key Fundamentals of a Financial Plan; Behavior and Investing; and Estate Planning Basics.
Our speaker is Julina L. Ogilvie, CIMA, CPWA, Wealth Advisor, Director of Business Development at Principle Wealth Partners. Julina manages wealth for high net worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. A graduate of Colgate University and a Certified Investment Management Analyst as well as a Certified Personal Wealth Advisor, Julina previously held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors. Julina, a Fairfield resident, is an accomplished speaker and strategist who has presented wealth management concepts to thousands of professionals and clients. She is recognized for her outstanding achievements and acting as a mentor for young women entering the business.
This event is a fully virtual webinar.
If you missed the event, you can watch in our video gallery here.