Julina shares her personal journey of recognizing and managing her own emotions around money. She dives into how emotions like fear, anxiety, and greed can influence our financial choices. She’ll explore the concept of a "money story," how our past experiences shape our relationship with money, and how to identify and overcome emotional roadblocks. Through powerful insights from behavioral finance, Julina will provide actionable strategies to help you turn emotions into a source of motivation, stay focused on long-term goals, and build financial confidence.
Wondering how much is enough for a comfortable retirement? This presentation will break down the most common challenges, why so many people aren't prepared, and how to calculate your needs using the 4 Cs: Clarity, Comfort, Cost of Living and Certainty.
A discussion on the evolution of college education discussing: how the application process has changed, merit scholarships and how they work, and early action vs early decision vs early decision round 2
A discussion of key strategies for your journey towards financial empowerment in 2024: tax loss harvesting, maximizing tax deferrals, why cash isn't king, finding opportunities when rates peak, and what is driving the market.
A discussion around taxes and strategies to consider in retirement: ways to defer taxes, strategies for optimization, and ways to give more efficiently.
A real estate panel discussion on mortgages, legalities and market perspective.
A discussion of challenges and opportunities for the markets ahead.
This presentation addresses the current challenges of the economy and markets and the opportunities that lie ahead.
A panel discussion held at the Darien Library addressing long-term care planning for families.
Strategies to donate in a more tax-efficient way.
An event at HAYVN powered by Freedom Warrior for women to take power back in their finances.
This presentation addresses the importance of a financial plan. It reviews the fundamentals of a plan, how to prioritize and estate planning considerations.
Tax strategies for an effective estate plan.
This presentation is a review of how social security works, the key considerations, benefits and strategies you need to know.
A discussion on the evolution of college education discussing: how the application process has changed, merit scholarships and how they work, and early action vs early decision vs early decision round 2
A discussion of key strategies for your journey towards financial empowerment in 2024: tax loss harvesting, maximizing tax deferrals, why cash isn't king, finding opportunities when rates peak, and what is driving the market.
A discussion around taxes and strategies to consider in retirement: ways to defer taxes, strategies for optimization, and ways to give more efficiently.
A real estate panel discussion on mortgages, legalities and market perspective.
A discussion of challenges and opportunities for the markets ahead.
This presentation addresses the current challenges of the economy and markets and the opportunities that lie ahead.
A panel discussion held at the Darien Library addressing long-term care planning for families.
Strategies to donate in a more tax-efficient way.
An event at HAYVN powered by Freedom Warrior for women to take power back in their finances.
This presentation addresses the importance of a financial plan. It reviews the fundamentals of a plan, how to prioritize and estate planning considerations.
Tax strategies for an effective estate plan.
This presentation is a review of how social security works, the key considerations, benefits and strategies you need to know.
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