Janine Firpo will provide details on the deep dive courses that will be available to Invest for Better members starting in July. These 3-month courses are structured as a Circle experience, allowing you to learn alongside other women. They are designed to take you deeper into subjects you care about, and to move you from […]
Ellen Remmer will moderate a panel of three values-aligned financial advisors, each of which is highlighted on the ValuesAdvisor platform. These firms tend to target investors with different levels of wealth, ranging from advisors who have no minimum fee requirements to those requiring their clients have $10 million or more in investible assets. Learn how […]
Cynthia and Nancy started Women’s Money Lab because they are passionate about empowering women and helping them gain financial wellness. This workshop explores why financial courage is often more important for women than actual financial knowledge and how to develop that courage. Because financial courage is what causes us to act, it is the first […]
This month, we are delighted to host Jules Pulda, Impact Investing Manager at Ballentine Partners as our Expert advisor. Although members can ask Jules about anything, she is a great resource to better understand private debt and private equity funds - how they work, how financial advisors find them for clients, and whether this type […]
The Kachuwa Impact Fund is an investment cooperative that focuses on owning and operating impact real estate and other types of privately held impact businesses. By design, a minimum of 60% of the fund’s holdings are in real estate – not real estate funds or REITs, but in actual physical assets. Blake has a well-formed […]
Cristina Acosta is not only the Founder of 5E Wealth Lab, she also has a long career in private wealth management and investment advisory services. And she loves to teach women how to be smarter and more confident around money. When she was leading an IFB Circle, she decided to use her background and passion […]
This month, we are delighted to host Jina Penn-Tracy, Co-Founder of Centered Wealth, as our Expert advisor. Jina is passionate about leaving the world a better place and has been focused on that mission since she was 19 years old. She is a former entrepreneur and activist, who shifted careers in 2004 because she wanted […]
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 […]
Would you like to lead your own IFB Circle? Join us to learn more about joining the Fall 2022 Leader Cohort! Have you longed for a trusted community of women with whom you can develop the confidence to move your money into purposeful investing? Have you already discovered the power of values-aligned investing and want to […]
In this webinar, we are going to learn from the experience of two senior members at Wetherby Asset Management: Kate Morham, a CFA and CFP® with over a decade of experience as a financial advisor, and Ria Wright who has held a pivotal role at the firm for 6 yr. Together these women will explore […]
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 […]
This event has passed, but we've recorded it for you to watch at your convenience! The next cohort of Invest for Better Circles launches in October! Circle Leaders are recruiting members now--and we're helping new IFB members find the right Circle for them. For women considering joining an Invest for Better Circle, here's an inside […]