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Marin FPA - Taking Planning Conversations Deeper – Leveraging Impact Investing, SRI, and ESG to Forge Enduring Client Relationships

  • Larkspur Landing 100 Larkspur Landing Circle 2nd floor Larkspur, CA, 94939 United States (map)
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In this workshop, Sonya will 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 it into their practices.

Open to FPA members.

Registration and Info

Later Event: October 8
Impact & ESG Investing Panel