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Build Confidence for Your Financial Future

Tue, December 14 @ 6:00 pm - 7:00 pm EST

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.

Details

Date:
Tue, December 14
Time:
6:00 pm - 7:00 pm EST
Event Categories:
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Event Tags:
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Venue

The Westport Library
20 Jesup Road
Westport, CT 06880 United States
20 Jesup Road
Westport, CT 06880
203.291.4800

Library Hours

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
9AM – 9PM
9AM – 9PM
9AM – 9PM
9AM – 9PM
9AM – 6PM
9AM – 5PM
1PM-5PM

Café Hours

Monday
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Wednesday
Thursday
Friday
Saturday
Sunday
9AM – 5:30PM
9AM – 5:30PM
9AM – 5:30PM
9AM – 5:30PM
9AM – 5:30PM
9AM - 4:30PM
1PM - 4:30PM

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