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Prerequisites for 100% Portfolio Alignment

October 21 at 2:00 pm - 3:15 pm EDT

- Free

11:00 PST / 2:00 pm EST

Session Length: 75 minutes

Hosted by: American Sustainable Business Council & Social Venture Circle

This is the first session in a three-part series being hosted by ASBC-SVC on values-aligned. Janine and Lisa will explain what values-aligned investing is, how it works across all asset classes, and will introduce a simple framework that you can use to identify the values you want to drive your investment decisions.

This interactive workshop includes a discussion of asset allocation, using real world examples to show the varying choices investors are making to achieve both financial and social return. Participants will receive an Investment Policy Statement template and will be taken through the steps to build their own investment strategy that they can use alone or share with their financial advisors.

The second and third sessions take place November 4th and November 18th.

Trainers

  • Janine Firpo, Co-Founder, Invest for Better and Author, Activate Your Money
  • Lisa Cooper, CFA®, CFP®, Founder & CEO, Figure 8 Investment Strategies

Details

Date:
October 21
Time:
2:00 pm - 3:15 pm EDT
Cost:
Free
Event Category:

Details

Date:
October 21
Time:
2:00 pm - 3:15 pm EDT
Cost:
Free
Event Category: