Welcome to Julina Ogilvie's Personal Website
Economic Shifts & Tax Changes: What Investors Need to Know in 2025
Economic Shifts & Tax Changes: What Investors Need to Know in 2025
Economic Shifts & Tax Changes: What Investors Need to Know in 2025
With new tax policies, economis shifts and market uncertainty on the horizon, staying informed is more important than ever. This covers: The economic and market outlook for 2025, key tax law updates and what they mean for investors, and smart portfolio strategies to navigate volatility.
The Road Ahead: Economic Trends and Market Opportunities in 2025
Economic Shifts & Tax Changes: What Investors Need to Know in 2025
Economic Shifts & Tax Changes: What Investors Need to Know in 2025
This is an exclusive discussion on key market trends, economic forecasts, and 2025 investment strategies. Moderated by Julina, this expert panel covers insights on stocks, bonds, inflation, interest rates and more, offering valuable perspectives to prepare your portfolio for the year ahead.
Money and Finance
How much do i need? Mastering the "4 cs" of retirement planning
How much do i need? Mastering the "4 cs" of retirement planning
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.
How much do i need? Mastering the "4 cs" of retirement planning
How much do i need? Mastering the "4 cs" of retirement planning
How much do i need? Mastering the "4 cs" of retirement planning
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.
Explore Julina's website's Travel Adventures
college admissions unveiled: then & now
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
Financially fit for 2024: Mastering 5 key strategies for success
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.
tax efficiency: strategies to consider during retirement
tax efficiency: strategies to consider during retirement
A discussion around taxes and strategies to consider in retirement: ways to defer taxes, strategies for optimization, and ways to give more efficiently.
state of the market event
where do markets go from here?
tax efficiency: strategies to consider during retirement
A real estate panel discussion on mortgages, legalities and market perspective.
what's next for the markets?
where do markets go from here?
where do markets go from here?
A discussion of challenges and opportunities for the markets ahead.
where do markets go from here?
where do markets go from here?
where do markets go from here?
This presentation addresses the current challenges of the economy and markets and the opportunities that lie ahead.
Long term care: planning for you and your family's future care needs
Long term care: planning for you and your family's future care needs
Long term care: planning for you and your family's future care needs
A panel discussion held at the Darien Library addressing long-term care planning for families.
a smarter way to give: creating a more efficient charitable strategy
Long term care: planning for you and your family's future care needs
Long term care: planning for you and your family's future care needs
Strategies to donate in a more tax-efficient way.
financial divorce and beyond at every age
Long term care: planning for you and your family's future care needs
build confidence for your financial future: how a financial plan can help you reach your goals
An event at HAYVN powered by Freedom Warrior for women to take power back in their finances.
build confidence for your financial future: how a financial plan can help you reach your goals
build confidence for your financial future: how a financial plan can help you reach your goals
build confidence for your financial future: how a financial plan can help you reach your goals
This presentation addresses the importance of a financial plan. It reviews the fundamentals of a plan, how to prioritize and estate planning considerations.
tax-savvy strategies: how to keep more of what you earn
build confidence for your financial future: how a financial plan can help you reach your goals
tax-savvy strategies: how to keep more of what you earn
Tax strategies for an effective estate plan.
navigating social security
build confidence for your financial future: how a financial plan can help you reach your goals
tax-savvy strategies: how to keep more of what you earn
This presentation is a review of how social security works, the key considerations, benefits and strategies you need to know.
Explore Julina's website's Travel Adventures
college admissions unveiled: then & now
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
Financially fit for 2024: Mastering 5 key strategies for success
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.
tax efficiency: strategies to consider during retirement
A discussion around taxes and strategies to consider in retirement: ways to defer taxes, strategies for optimization, and ways to give more efficiently.
a smarter way to give: creating a more efficient charitable strategy
build confidence for your financial future: how a financial plan can help you reach your goals
Strategies to donate in a more tax-efficient way.
build confidence for your financial future: how a financial plan can help you reach your goals
build confidence for your financial future: how a financial plan can help you reach your goals
build confidence for your financial future: how a financial plan can help you reach your goals
This presentation addresses the importance of a financial plan. It reviews the fundamentals of a plan, how to prioritize and estate planning considerations.
tax-savvy strategies: how to keep more of what you earn
build confidence for your financial future: how a financial plan can help you reach your goals
build confidence for your financial future: how a financial plan can help you reach your goals
Tax strategies for an effective estate plan.
navigating social security
navigating social security
navigating social security
This presentation is a review of how social security works, the key considerations, benefits and strategies you need to know.