Janine Firpo featured on “Making Change With Your Money” Podcast Discussing Creating a Just Society Through Financial Investment

Janine Firpo, co-founder of Invest for Better, was recently featured on “Making Change with your Money Podcast“, a show about people who experienced a big life transition that changed their definition of financial success.

The “Making Change with your Money Podcast” is hosted by Laura Rotter, founder of True Abundance Advisors, a financial life planning and wealth management firm. Laura is also a member if Invest for Better.

Janine was interviewed in a recent podcast episode about how women can create a more just and equitable society through their financial investments. After a successful 35-year career in technology and international development, Janine has dedicated her life to investing in alignment with her values and helping other women do the same.

 

 

 

Janine shared several key takeaways during the interview and emphasized the importance of knowing your skills and strengths, trusting your intuition, utilizing your network, owning your strengths as a woman, and becoming more financially fluent. She believes that by understanding our investments and making investing decisions that align with our values, we can create a more just and equitable society.

You can find the episode here.

ABOUT “MAKING CHANGE WITH YOUR MONEY” PODCAST

The “Making Change with your Money Podcast” is hosted by Laura Rotter, founder of True Abundance Advisors, a financial life planning and wealth management firm. Laura’s mission is to empower midlife professionals to use their money as a tool to create more freedom and flexibility. Laura spent 30 years successfully managing money for institutional investors including Citicorp and Para Advisors. In addition to her work as a financial life planner, Laura serves on the Advisory Council of Impact100 Westchester, a women’s collective giving organization engaging women in philanthropy in Westchester County, and volunteers with Savvy Ladies. I also teach financial literacy with My Money Workshop.

Summer 2023 Deep Dive Line-Up

Invest for Better’s Deep Dives are 3-month “elective” courses that complement our signature 6-month Core Curriculum on values-aligned investing. Like our 6-month Circles, these 3-month experiences will provide curated learning materials and engage women in conversations with other women in small groups that meet every month. They are designed to take participants deeper into topics of interest—and provide the knowledge and confidence to take action.

Our three Deep Dive Courses for the June 2023 session include:

Back to the Basics: Financial Planning –  This course is intended for women who want to go back to the basics and establish a strong financial foundation on which to build their values-aligned investing. By the end of the course, you will have determined your cashflow and built your budget, figured out your future retirement nest egg, and established the savings and investment targets you need to meet your financial goals. Led by course creators Eileen Freiburger, CFP® and Teresa Mitchell, CFP®, Back to the Basics will be offered the 4th Wednesday of every month at 5:00 pm PT / 8:00 pm ET starting June 28th. Other dates are July 26th and August 23rd.

  • More information can be found here
  • Registration is available here.

How Angel Investing Works –  In this course, you will learn the terminology and investment approaches used by angel investors and venture capitalists, become familiar with the different ways you can get involved in this asset class, and walk away knowing whether this investment approach is right for you. The course will be led by Susi Burke, an experienced angel and philanthropist. The course will be offered the 2nd Tuesday of every month at 2 pm PT / 5 pm ET starting June 13th. Other dates are July 11th and August 8th.

  • More information can be found here.
  • Registration is available here.

Investing for a Sustainable Environment – Many of us are unaware of the wide array of investment opportunities available to support alternative energy, clean our waterways, or shift to more responsible approaches to production and consumption. This course provides a wider lens to view environmental investing and shows you how your assets can be used to mitigate climate change and protect the environment. It will be led by Julie Pulda and Sheila Lawrence and will be offered June 15th, July 27th, and August 31st at 3 pm PT / 6 pm ET.

  • More information can be found here
  • Registration is available here.

All of these courses have been very popular in the past and are sure to be once again. We look forward to having you join us in one of them.

 

Photo by Ivan Bandura on Unsplash

Announcing a New Deep Dive Course: Investing for a Sustainable Environment

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.

Invest for Better part of Host Committee for “Heading for Change” Launch Event

Invest for Better will be part of the Host Committee for the virtual launch event of “Healing for Change“. The event will take place at 10-11 AM PST / 1-2 PM EST / 6-7 PM BST / 7-8 PM CET, and is open to all who wish to participate (register here).

“Heading for Change” is a new catalytic investment and philanthropic grants portfolio launched with a $1 million endowment by Suzanne Biegel and her husband, Daniel Maskit. The organization seeks to ignite and scale investment at the intersection of climate and gender, and catalyze transformational change for women, girls, nonbinary individuals, and the health of our planet.

 

Through its model portfolio and commitment to openly sharing its investment approach and criteria, “Heading for Change” aims to advance gender-inclusive solutions to the urgent climate crisis. The organization invites interested individuals to join as Donor-Partners and help support this important cause.

“We are excited to launch ‘Heading for Change’ and work towards creating a more sustainable and equitable world,” said Suzanne Biegel. “We believe that investing at the intersection of climate and gender is critical to achieving this goal, and we invite individuals to join us as Donor-Partners and help drive meaningful change.”

To learn more about “Heading for Change” and the virtual launch event, visit HeadingForChange.org.

IFB Regional Gathering
Seattle, May 31, 2023

The newly rebuilt Industrious co-working space in downtown Seattle was the venue for Invest for Better’s (IFB) wonderful regional gathering in Seattle on May 31, 2023. With the excuse of Ellen Remmer, co-founder of IFB, coming to Seattle to visit family and friends, Steering Committee Melanie Audette and Education Advisor Jill Bamburg leapt into action to pull an event together – inviting those who have already participated in IFB Circles, those were just getting started , those who have served as IFB partners and Pathfinders, and many who were curious about how to get involved. It was a phenomenal group of women, ranging from investment advisors to social entrepreneurs to academics, investors, donors and field-builders with a shared commitment to empower women to use the power of their investments for positive good. Many in the group expressed a desire to continue to nurture this place-based community of colleagues and meet again, and IFB is happy to support them. A world of thanks to Melanie and Jill for their enthusiasm, support and leadership!.

 

 

ABOUT OUR REGIONAL GATHERINGS

Invest for Better is thrilled to announce that in 2023 (and late 2022!) we will start hosting local gatherings so we can meet our members and also collaborate with our partner organizations. We have events planned for Boston, Seattle, and New York City with more events to be announced.

 

 

 

 

 

 

Invest for Better’s Ellen Remmer Presenting at “We Give Summit”

Ellen Remmer, co-founder of Invest for Better, will be presenting at the We Give Summit. This virtual event will be held on Tuesday, May 2 and is designed for members and advocates of collective giving who want to celebrate their power to disrupt philanthropy.

The We Give Summit is an interactive platform that brings together hundreds of individuals to connect and learn from each other. The summit features dozens of incredible speakers who have made a significant impact at the local, national, and global level. They have done so by joining forces with others who share their passion and vision for philanthropy.

 

 

The summit will cover a wide range of topics and feature sessions, lightning talks, and networking sessions. By registering for the event, you will gain access to all of these opportunities, including Ellen Remmer’s session on May 4 at 2 PM ET/ 11 AM PT, entitled “Unlocking the Power of Finance” (see agenda here).

Ellen is excited to share her insights on the power of finance in philanthropy. Her session will focus on the strategies and tactics that investors can use to create positive social and environmental impact through their investments.

 

 

 

 

“Activate Your Money” Released In Paperback on April 4, 2023

The paperback version of “Activate Your Money: Invest to Grow Your Wealth and Build a Better World” will be released on April 4, 2023.

 

Unlike any other investing books out there, “Activate Your Money: Invest to Grow Your Wealth and Build a Better World” written by the co-founder of Invest for Better Janine Firpo, offers expert guidance, a uniquely woman-centered approach, and a focus on doing good while doing well.

It is a must-read for all women who want to step up their relationship with money and recognize the power they have to change the world through their investment decisions.

You can purchase the book here.

 

“Activate Your Money” & Invest for Better

Invest for Better core curriculum is in part based on “Activate Your Money“. The book is foundational to the 6-month course and is the best place for most women to start their values-aligned investment journey and transform their relationship with money. The courses are delivered through our unique Circle Experience, which offers the opportunity to learn and take action alongside other like-minded women.

 

Invest for Better presenting at Women’s Philanthropy Institute Symposium

Ellen Remmer, co-founder of Invest for Better, was part of a panel discussion called “All in for Impact: How to use Philanthropy and Impact Investing for Change” at the “All In, All Rise Symposium”  hosted by Women’s Philanthropy Institute on March 28, 2023.

This panel session explored the opportunity for women to magnify their impact on the social and environmental issues they care about through deploying the tools of philanthropy and investing. In a conversation moderated by Maggi Alexander, Senior Partner and Director of The Philanthropic Initiative (TPI)’s Center for Global Philanthropy, panelists shared their journeys to understand and utilize philanthropy and impact investing, including how they seek to integrate both for catalytic change in thematic areas such as gender equity, racial equity, and environmental sustainability.

Speakers included:

Janell Johnson and Mary Hawkins are IFB members.

 

 

About the Symposium

All In, All Rise” is the sixth symposium hosted by WPI since 2005. The two-day event included keynote speakers, breakout sessions, and opportunities for attendees to network.

Women’s Philanthropy Institute’s Symposium is the only gathering of its kind that:

  • Focuses exclusively on the broad landscape of women and philanthropy
  • Convenes speakers with wide-ranging backgrounds and experiences
  • Fosters a community of big, bold thinkers, innovators, and doers who can and will accelerate social change
  • Promotes networking and relationship building by limiting registration to 500 attendees
  • Connects the dots between research and practice, leaving attendees with concrete lessons they can use in their work and their giving

 

 

 

 

Defend Our Rights To Invest In ESG!

Dear IFB Community,

For the first time we are reaching out to you, our community, to ask you to take political action.  We don’t do this lightly, but we do it with the conviction that this is in complete alignment with who we are as a community and a movement.

As part of the attacks on ESG (and many of you attended Andy Behar’s session for us on this topic last month), an important vote was narrowly passed by the US House and Senate this week and is heading to President Biden’s desk where he is expected to veto it.  Let’s make sure he knows that he’s got the support of the majority of all Americans to do it (including 70% of Republicans)!

The US Senate passed House Joint Resolution 30 (H.J. Res 30), the Congressional Review Act (CRA) Resolution to overturn the U.S. Department of Labor’s (DOL) final rule on “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights.” This change would make it extremely difficult for the fiduciaries who manage our pension and retirement funds to consider risks related to climate change, gender inequities, poor working conditions, and other elements of ESG (environmental, social, governance) analysis in their investment decisions. In other words, the change severely restricts our opportunity to invest our retirement accounts the way we want.

Invest for Better supports the statement made by Bryan McGannon, Managing Director of US SIF: The Forum for Sustainable and Responsible Investment:

“We urge the President to quickly veto the resolution and allow the marketplace to continue to fulfill their fiduciary duty to plan participants and meet the growing demand for sustainable offerings in retirement plans. The Department of Labor’s ESG rule is a sensible policy allowing retirement plan fiduciaries to consider all financially relevant information when making investment decisions. This benefits plan participants and it ends the retirement policy pendulum between administrations.”

Please take a minute to send an email supporting a veto to the White House using this link. In her email, Janine said, “I am emailing to support the President in vetoing House Joint Resolution 30 because I want the fiduciaries of my retirement funds to integrate ESG criteria into their investment decisions, and I know that most investors want that freedom of choice as well.”

Thank you,
Ellen and Janine

Janine Firpo featured in “Money & Relationships” Event by Linqto

Janine Firpo, co-founder of Invest for Better, along with Dr Ruth Shaber and Sheila Shroeder came together in dialogue to discuss the differences in how men and women traditionally think about investing, spending, saving, and money in general and how this might affect our lives and our relationships. This Linqto webinar took place on February 2, 2023.

View webinar here.

From the Linqto website: 

“Given that 45% of marriages end in divorce in the US, and money issues are the No. 1 thing couples argue about, this is a worthy conversation. Numerous studies have identified disagreements over finances as one of the top reasons couples seek marital counseling and one of the top reasons for divorce. And we know that families are often reluctant to talk about money with their children, but experts say that can create confusion and insecurity. So thankfully, they’re going to share how to successfully engage in financial conversations and collaboration with partners, parents, children, and others. However, it’s not a secret that people involved in committed relationships tend to perform financially well, maybe even better. Can a stable relationship help you achieve your financial goals? Ultimately, money can either build or break relationships so how can we make sure we avoid the later? After this conversation, we expect to come out with a better understanding and a clear mindset of what’s actually important and what we should pay attention to keep building relationships instead of breaking them, after all relationships and money tend to come hand-in-hand.”

ABOUT JANINE FIRPO

You can learn more about Janine Firpo here.

OTHER PRESENTERS:

Dr. Ruth Shaber, President & Founder, Tara Health Foundation

Dr. Ruth Shaber co-wrote “The XX Edge: Unlocking Higher Returns and Lower Risk” with Patience Marime-Ball. The book explores a new paradigm of gender-focused investing where more women are placed in decision-making roles and able to optimize their skills across all capital markets—leading to higher returns for individual investors and greater economic growth.  Dr. Shaber created the Tara Health Foundation in 2014 after more than two decades working on the frontlines of women’s health care at Kaiser Permanente. The California-based OB/GYN has since invested more than $70M in companies that help improve women’s health and in 2020 she made the Forbes’ Impact 50 list.

Sheila Schroeder, Regional Head of Business Development, Wealthspire Advisors

Sheila’s book “Let’s Talk About Money” will be published later this year. Sheila brings deep experience in the financial industry, on Wall Street, and in wealth management. Sheila has built and led divisions for top financial firms, directed investor relations for a hedge fund, led client development at Private Ocean Wealth Management, and is currently Regional Head of Business Development at Wealthspire Advisors. She is committed to several non-profits and volunteers her time focused on education, financial literacy, equal rights, and empowering women financially.

ABOUT LINQTO:

Linqto is a provider of liquidity in the private sector, providing accredited investors access to affordable investment opportunities in technology startups with a focus on unicorns.