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Taking Planning Conversations Deeper- Leveraging Impact Investing, SRI, and ESG to forge enduring client realationships


  • Hilton La Jolla Torrey Pines (map)

In this workshop, I’ll cover the basics of Impact, SRI, and ESG investing, and then talk about how financial planners are uniquely positioned to capitalize on the increasing demand for this type of investing and successfully adopt into their practices.

Earlier Event: April 25
Let's Talk About White Woman Privilege
Later Event: October 22
ESG Topic TBD