Mastering Money and Emotions: From Anxiety to Clarity

Program Type:

Finances

Age Group:

Adults
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Description

Join Julina Ogilvie—wealth advisor, podcast host of Women on Wealth, and author of Money Confident Girls for an eye-opening talk on the powerful connection between money and emotions. Drawing from over 25 years of experience and her own personal journey, Julina will reveal how feelings like fear, anxiety, and greed often shape our financial decisions more than we realize.

You’ll learn about the idea of a “money story," the beliefs and experiences that influence your relationship with money—and discover how to recognize and move past emotional roadblocks. With insights from the field of behavioral finance, Julina will share practical strategies to help you use your emotions as motivation, keep your focus on long-term goals, and gain greater financial confidence.

 

Julina Ogilvie is a wealth advisor for Principle Wealth in Westport, CT.  Julina has held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co.  She is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients.  She resides in Fairfield with her family and two dogs.