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.

Investing 101
Retirement

It's been five years since the SEC passed regulations making it possible for small businesses, startup companies and other privately-owned enterprises to raise capital and sell securities via crowdfunding websites such as Kickstarter and IndieGoGo. How has this market for startup capital developed? Who is taking advantage of this new form of fundraising and who is sitting on the sidelines (and why)? What are the advantages and disadvantages of so-called "equity crowdfunding" and is it right for your business? If you are an investor, should crowdfunded securities belong in your portfolio?

In this fast-paced, entertaining program by Cliff Ennico, a leading crowdfunding expert and author, you will learn: the different types of crowdfunding, and how to choose between them; the types of company most likely to benefit from equity crowdfunding; how "equity crowdfunding" works, step by step; how to prepare your company for a crowdfunded offering; selecting the right funding portal for your business; setting the offering terms and preparing disclosure documents; how to manage and market your offering for maximum success; how to manage your investors after the offering is completed; and advice for people who want to invest in crowdfunded securities.

 

To attend this event in person, please register here.

To attend this event virtually and receive a Zoom link, please register here. 

 

Attorney, author, syndicated columnist, speaker, television personality and humorist, Cliff Ennico is widely considered one of America's foremost small-business experts. He is best known as the former host of "MoneyHunt," the first-ever reality television show for entrepreneurs, which ran on PBS for 10 year and is now widely considered to have inspired "Shark Tank" and other cable TV reality programs.

His weekly business advice column, "Succeeding in Your Business," appears in dozens of major newspapers and small-business websites throughout North America, and he is the author of 16 books for small business owners, most recently, "The Crowdfunding Handbook: Raise Money for Your Small Business or Start-Up with Equity Funding Portals".

An attorney by training, Cliff has represented over 15,000 business clients, and currently runs his own practice in Fairfield, Connecticut. He has been a SCORE presenter for 40 years.

 

For more information, please contact Ellen Janpol, Business Librarian at ejanpol@westportlibrary.org

Crowdfunding

Entrepreneurship

Business and Career Resources

 

 

Mark and Curtis Bentley, co-founders of Health Directions, will help ease your concerns about Medicare enrollment in "Untangling the Medicare Maze -- How to Ensure You're Enrolled with the Right Medicare Coverage at the Right-Time". In this engaging discussion, they will cover: Recent changes in Medicare requirements and processes; When and how to enroll whether you are retired or employed; Determining the right coverage for you and your spouse based on your needs now, as well as anticipated future needs; How to manage changes in employment and/or health status; The value of consulting with a subject matter expert from a financial and peace-of-mind perspective. There will be time for questions and discussion.

Due to unforeseen circumstances, this event will be virtual only. It will NOT be in-person. 

To watch the event virtually, please register here for a Zoom link.

Health Directions is a free full-service health insurance planning agency in Fairfield founded by Curtis and Mark Bentley.

Curtis brings a balance of analytical skills and creative problem-solving to the Health Directions team. His years of experience helping people understand their options in the ever-changing health insurance industry reassure his clients that they are enrolled in the right plan for their stage of life and coverage needs. A graduate of Marymount College, Curtis is an avid sailor and is highly committed to healthy living.

Mark is proud of his ability to align health insurance planning with his client's unique long-term needs and outlook, and to clarify complex issues. Committed to open communication and strong relationships, he ensures that the individuals, families and businesses who put their trust in Health Directions are confident they have an advocate on their side. Outside of the office, you can find Mark enjoying exercise, travel, and spending quality time with his family.

For more information, contact Ellen Janpol, Business Librarian at ejanpol@westportlibrary.org

Social Security and Medicare

Health Literacy

 Retirement

The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.

This is a virtual event.  Please register.

This program is brought to you through a partnership between Darien Library, New Canaan Library, Fairfield Public Library, The Westport Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for seven years, responsible for asset management and trust services. Previously, Julia worked in marketing for nine years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business.

Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.

Liz Maccarone, CRPC® is a Financial Advisor. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.

 

 

Business and Career Resources

Personal Finance

Investing 101

The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.

This is a virtual event.  Please register.

This program is brought to you through a partnership between Darien Library, New Canaan Library, Fairfield Public Library, The Westport Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for seven years, responsible for asset management and trust services. Previously, Julia worked in marketing for nine years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business.

Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.

Liz Maccarone, CRPC® is a Financial Advisor. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.

 

Personal Finance

Investing 101

Retirement

The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.

This is a virtual event.  Please register.

This program is brought to you through a partnership between Darien Library, New Canaan Library, Fairfield Public Library, The Westport Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for seven years, responsible for asset management and trust services. Previously, Julia worked in marketing for nine years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business.

Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.

Liz Maccarone, CRPC® is a Financial Advisor. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.

Personal Finance

Investing 101

Entrepreneurship

The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.

This is a virtual event.  Please register .

This program is brought to you through a partnership between Darien Library, New Canaan Library, Fairfield Public Library, The Westport Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for seven years, responsible for asset management and trust services. Previously, Julia worked in marketing for nine years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business.

Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.

Liz Maccarone, CRPC® is a Financial Advisor. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.

Personal Finance

Investing 101

Entrepreneurship

Women's History Month

The Women and Money Roundtable is a monthly financial literacy program designed to educate women of any age about the financial matters that affect their lives. The program provides information, resources, learning activities, and moderators to educate and create a safe and welcoming place for women to learn, share their experiences and ask questions.

This is a virtual event.  Please register .

This program is brought to you through a partnership between Darien Library, New Canaan Library, Fairfield Public Library, The Westport Library, Bronxville Public Library, Purchase Free Library, and the Rye Free Reading Room.

Julia Strayer, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for seven years, responsible for asset management and trust services. Previously, Julia worked in marketing for nine years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business.

Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.

Liz Maccarone, CRPC® is a Financial Advisor. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.

Chris Eck, CPA, and Karl Mergenthaler, CFA, will provide specific, actionable ways to prepare for the tax season.  The COVID-19 pandemic, along with financial market volatility and massive government response, has changed the landscape for investing and building wealth.  The SECURE Act and other government actions created challenges and opportunities for creative tax planning in 2020.

This is a virtual event, please register

Chris Eck is a Certified Public Accountant (CPA) at Berkow Schechter & Co., LLC. He received his Bachelors in Chris EckAccounting from Sacred Heart University. Chris is also a Certified Forensic Accountant (CrFA) and works on both the audit and tax sides of the practice. Chris works with individuals, small to mid sized corporations and partnerships, startups, trusts, estate and non-profits helping with tax planning, tax prep, IRS defense support and audit and accounting services.

K. MergenthalerKarl Mergenthaler, CFA, CFP is a financial advisor in the Westport office of Morgan Stanley. Karl holds an MBA from Columbia Business School, where he is currently an Adjunct Professor.  Karl has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

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