Social Security is an important part of your retirement income. As reliance on Social Security continues to grow, it is important to understand your options and how to optimize your benefits. Join us for an informative discussion on: Social Security essentials; Qualifying for Social Security; Filing strategies and income considerations; and Special circumstances.
Our speaker will be Julina L. Ogilvie, CIMA, CPWA, Wealth Advisor, Director of Business Development of Westport-based, 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, CT 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.
Julina will be joined in her presentation by Megan Maruzo, who is Relationship Manager for Principle Wealth Partners. Megan, a graduate of the University of Connecticut, has worked in the financial service industry for over 20 years, with a diverse background in retirement and wealth management as well as insurance and estate planning.
Due to unforeseen circumstances, this event will be virtual only. It will NOT be in-person.