An educational and practical conversation with Sonya, Jon Hale, Morningstar’s Global Head of Sustainability Research and Anna Snider of Merrill Lynch. In this conversation, geared towards financial advisors, we’ll go beyond the “what” of ESG and Impact to discuss how to practically implement sustainable investing into their practices.
Upcoming Speaking Engagements
Sonya speaks to groups large and small, nationwide.
See her at an event from her public speaking calendar below.
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Earlier Event: May 6Taking Planning Conversations Deeper- Leveraging Impact Investing, SRI, and ESG to forge enduring client relationships
Later Event: May 20ESG Investing forum