By Invitation Only: For NorCal NAPFA Group Members Only- ask Sonya for an intro if interested.
Speaker: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Speaker: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors
Our speakers will discuss the importance of impact investing in client portfolios and client 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.