In this episode of Women on Wealth, Julina is joined by Nan Morrison, President and CEO of the Council for Economic Education (CEE), as they discuss CEE's mission to equip K-12 students with essential tools and knowledge in personal Finance. They explore recent legislation in CT mandating high school students to take a personal finance course, highlighting it as an example of CEE's impactful initiatives. Tune in to discover more about the efforts driving financial literacy among youth.

Show Highlights:
How CEE works (4:59)
Invest in Girls (7:08)
Why an emphasis on financial literacy with women and girls (8:09)
Survey of the States (14:17)
New legislation in CT (19:04)
What CEE provides teachers (22:24)
CEE's planned impact on CT (26:17)
Status of other states (29:36)
The commitment from Principle Wealth Partners and the ask of other advisors in CT (30:35)
Study by the National Endowment for Financial Education (NEFE) on teachers (31:55)
The reach of CEE (33:39)
What individuals can do if their state does not have a requirement (esp. NY, MA, DE, OK) (37:10)

Link to CEE:
https://www.councilforeconed.org/

Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

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Julina Ogilvie Wealth Advisor, Author, Podcast Host

Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm’s succession planning strategy. Prior to joining Principle Wealth Partners, Julina 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 is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy, she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parent’s Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.

Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs, Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women’s Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete who qualified for the Ironman World Championship in 2024.