Upcoming Speaking Engagement- FPA NorCal Conference

May 30-31, San Francisco, CA

Impact Your Practice with Sustainable and Impact Investing

Moderator: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Justina Lai - Director of Impact Investing; Wetherby Asset Management
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors

Our panelists will discuss the importance of impact investing in client portfolios and client relationships. Their presentation will include a short overview of the definitions of impact, ESG, SRI, and green investing. They will discuss the importance of incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include practical tips and resources to use in your practice immediately.

Archive- Gordian Compliance Conference Speaking Engagement

April 26, 2017,  San Francisco, CA

Loving Your To-Do List, Time Management for Financial Professionals

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In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session.

Archive- Investing for Impact Speaking Engagement

April 18, 2017, San Francisco, CA

Loving Your To-Do List, Time Management for Financial Professionals

In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session.