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Finding a Values-Aligned Financial Advisor

October 12, 2023 at 2:00 pm - 3:30 pm EDT

Finding a financial advisor can feel like a heavy lift, so the task keeps falling down our to-do list, even though it is a priority. The key to this course is accountability. Over a 3-month period, you work with other women to clarify what you want from a financial advisor, build a short-list of candidates, and conduct interviews. By the end of the course, the bulk of your effort is done.

You can view the full course description here.

COURSE LEADER:

Kate Simpson, Co-Founder & Head of Outreach, ValuesAdvisor

Kate co-founded ValuesAdvisor, a non-profit platform to connect investors with values-aligned financial advisors. Since first working in the impact investing field in 1992, Kate has been interested in helping investors use the power of their investment capital to positively influence social and environmental issues. Kate brings an understanding of the power of resilience, knowledge of the impact investing field, and formal training in education to help investors of all backgrounds learn to align their investments with their values. In 2020, Kate developed and co-authored “Take Two: A Journal for New Beginnings” published by Chronicle Books to help people deepen their resiliency skills. In 2022, Kate launched the Take Two “Invest Your Values” course, a self-directed online course to help empower investors with the knowledge to start aligning their investments with their values.

LIVE MEETING DATES:

  • Dates: 2nd Thursday of every month: October 12, November 9, December 14
  • Time: 11-12:30 pm PT / 2-3:30 pm ET

REGISTRATION:

Current IFB members can join the course here.

Not a member? Join for a year and get free access to our Circles, Deep Dive courses and other events.

Just want to access this course? We now offer an à la carte option for $50. Non-members can purchase course access here.

 

Details

Date:
October 12, 2023
Time:
2:00 pm - 3:30 pm EDT
Event Categories:
, ,

Venue

Zoom

Organizer

Invest for Better
Email
info@investforbetter.org

Details

Date:
October 12, 2023
Time:
2:00 pm - 3:30 pm EDT
Event Categories:
, ,

Venue

Zoom

Organizer

Invest for Better
Email
info@investforbetter.org