Retirement Planning: Designing your life-after-work
Julia spoke at the Pacifica Partners Event, sharing her knowledge on designing your life-after-work, and creating purpose in the next chapter of your life.
Guiding students to make better financial decisions
Julia explains how students can make better financial decisions if they develop their understanding of finances.
2023 January Update
Now that the New Year is starting to settle in, it’s time for three reality checks to help you kick off 2023 with success. Learn what they are and how they can affect you and your financial plans.
2022 December Update
While we’re always looking on the bright side of life, we also know it’s important to recognize what we’ve been through – and continue to go through – and give ourselves the opportunity to recover. You can’t keep running on empty forever.
How to maximize retirement income during inflation
Julia spoke with Investment Executive about retirement income and one of this year’s hot topics: inflation. Find out what she shared.