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Implementing Impact Investing in Your Practice


  • Hotel del Coronado (map)

Moderator: Lazetta Rainey Braxton, CFP® - Financial Planner; Financial Fountains
Panelist: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors
Panelist: Bruce Herbert AIF® - CEO; Newground Social Investment, SPC

Our panel will discuss the importance of impact investing in client portfolios andclient relationships. We will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll 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 time for Q&A, and we will share practical tips and resources to use in your practice immediately.