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


  • 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
ESG & SRI Primer + A Discussion of Racial Disparities in SRI Funds
Later Event: May 8
Integrating Impact, Climate and Gender Into Your Advisory Practice