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 [email protected]

Crowdfunding

Entrepreneurship

Business and Career Resources

 

 

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