We are delighted to announce that our new Deep Dive course Investing for a Sustainable Environment has been completed and will be offered for the first time starting June 15th at 3 pm PT / 6 pm ET. Other dates are July 27th and August 31st. The course was developed in partnership with Julie Pulda, CFA, the Impact Investment Manager at Ballentine Partners, and Will Tickle, CFA, a Partner, Senior Investment Advisor, and the Director of Impact Investing at the same firm. Both are passionate about redirecting financial flows in support of environmental health and sustainability that we all crave. As those who participate in the course will discover, Julie and Will brought their extensive knowledge, experience, and commitment to the creation of this course.
Over a three-month period, participants will learn about investments they can make in support of clean energy and will also discover that there are many ways their dollars can be put to work returning our atmosphere, forests, waterways, oceans – even our bodies – to less polluted and toxic-laded states. Participants will explore how they can build innovation, sustainability, and positive outcomes into their portfolios. Upon completion of this course, participants will have a set of criteria and tools they can use to shift their assets to mitigate climate change and protect the environment for themselves, their families, and future generations.
Even more exciting, Julie and Sheila Lawrence MALD, CFP®, CAP®, another Ballentine colleague, will be leading the course. This is such a special opportunity! Invest for Better members can take the course at no cost as a benefit of membership. Those who are not members can join Invest for Better to participate. The cost for a one-year members is only $125 and includes a copy of Activate Your Money, which will help you build your values-aligned investment knowledge across all asset classes and forms of investing.
Participation will be limited to create a safe space for the sharing and intimate conversations that are a hallmark of Invest for Better’s unique Circle Experience. Be sure to sign up now so you don’t miss out on this inaugural experience taught by the course creators.