Back to the Basics: Financial Planning — An Invest for Better Deep Dive Course

Overview This course is intended for women who want to go back to the basics and establish a strong financial foundation before they modify their investment strategy or make new investments. Course Structure The Financial Planning Basics course is a 3-part series that will be supported by monthly Circle discussions and Ask the Expert sessions […]

Free to IFB Members

Values-Align Your Stock Portfolio — An Invest for Better Deep Dive Course

Overview This course teaches you how to discover more about what you currently own in the stock market, and shows you how to use freely available online tools to find and replace some (or all) of your stock holdings with more values-aligned investment options. It also shows you how to use your position as a […]

Free to IFB Members

How Angel Investing Works — An Invest for Better Deep Dive Course

Overview This course will introduce you to the angel/venture capital (VC) model of private equity investing, including the foundational terminology and concepts you need to know as an investor in early-stage businesses. It will also explore some of the other financial structures you can use to invest in companies that are not traded on the […]

Free to IFB Members

Finding a Values-Aligned Financial Advisor — An Invest for Better Deep Dive Course

Overview This deep dive course is intended to help you clarify what you want from your financial advisor and then take you through the steps to find an advisor that meets your needs and is a great fit for you. Course Structure The Financial Advisor course is a 3-part series that will be supported by […]

Free to IFB Members

The XX Edge: Unlocking Higher Returns and Lower Risk with Patience Marime-Ball & Ruth Shaber

Zoom

The main thesis of this barrier-breaking book is that when women make financial decisions and apply their skills across all capital markets, it leads to higher returns for individual investors and greater economic growth—a true win-win for all. Backed up by extensive research and real-world experience, The XX Edge makes a compelling argument in support […]

Free for all

Ask the Expert: Building Your Values Across Your Portfolio with Lauren Sercu

Zoom

Lauren is an Invest for Better Pathfinder, the author of early drafts of what ultimately became Chapters 7 & 8 in Activate Your Money, and Partner & Chief Investment Officer at the Sorenson Investment Group. In this role, Lauren oversees the Foundation's market-rate investment portfolio, which is 100% mission-aligned. Prior to joining the Group, Lauren was […]

Free to IFB Members