- March 06, 2025
- March 20, 2025
- April 03, 2025
LIVE MEETING TIME:
- 12:00 – 1:30pm PT | 3:00 – 4:30pm ET
PRICING AND REGISTRATION:
2025 Free Members: $125 | Signup Here
2024 Basic Members*: 25% off | Signup Here
2024 Premium Members*: Free | Signup Here
*Discounts apply until the expiration of your 2024 plan. Email us for that date if needed.
COURSE LEADER:
The Spring 2025 course will be led by the course’s co-creator, Kylelane Purcell who has more than 30 years’ experience writing and managing communications in the investment management sphere. After working as an analyst at Morningstar and a manager at American Century Investments, Kylelane became Vice President of Investment Communications at T. Rowe Price. After almost a decade at that company, she left in 2005 to start her own firm, Purcell Communications. More recently, Kylelane partnered with Ben Vivari, a longtime colleague to co-found Till Investors, a sustainable investing educational initiative. Together they co-authored Sustainable Investing: an ESG Starter Kit for Everyday Investors, a book that she draws upon in this course. Kylelane brings a wide range of knowledge about investment products, services, and client types to her work.
COURSE CONTENT:
Missed the course description? View it here.
