Open Office Hours with Caitlin Appleton

Zoom

In our January Open Office Hours, we talked to a financial advisor about donor advised funds, how to identify green corporate bonds, and where to find women-led stock funds. We never know where these conversations will take us because they are driven by your questions. You can join us the first Wednesday each month at […]

RECORDING AVAILABLE NOW!!! Circle Leaders Info Session

Zoom (Link will be emailed to registered participants)

Watch recording: 2024 Feb 08 - Prospective Leader Information Session Would you like to lead your own IFB Circle? 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 help […]

Free

Navigating the Maze – How to Spot “Greenwashing” with Karina Funk & Kim Ryan

Zoom (Link will be emailed to registered participants)

This fall, the SEC issued a new rule to help crack down on greenwashing and other misleading marketing practices by investment funds.  Does that mean you can now be confident that your investments are really meeting the sustainability and equity goals that they claim to pursue?  How do you know?  Does your financial advisor know […]

Free

Invest: Inside a Workforce Housing Deal

Zoom (Link will be emailed to registered participants)

What is workforce and sustainable housing? How do these deals come together? Who are the players involved? And, what are the potential returns? Join Katie Seiffert, Director & COO at Catalyst Opportunity Funds, as she moderates a discussion with the developers, equity investors, and lenders behind a creatively structured, women-led workforce in housing project Portland, Oregon. 

Free

Open Office Hours with Kathleen McQuiggan

Zoom

In our February Open Office Hours, we talked the desirability of fixed income investments in today’s market conditions. We never know where these conversations will go because they are driven by your questions. Join us the first Wednesday of each month at 12 pm PT. This month, Kathleen McQuiggan, a professional wealth advisor and financial […]

Investing for a Sustainable Environment

Zoom

LIVE MEETING DATES: Mar 26  4-5:30pm ET, 1-2:30pm PT Apr 09  4-5:30pm ET, 1-2:30pm PT Apr 23 1 2-1:30pm ET, 9-10:30am PT PRICING AND REGISTRATION: Non-members: $100  |  Signup here Basic Members: $75 |   Signup Here Premium Members*: Free  |  Signup Here       *Includes those who purchased or renewed their membership in 2023 […]

Conversation with Jean Chatzky

Zoom

Jean Chatzky is a renowned financial journalist, bestselling author, and one of the most recognized female voices in personal finance. She will be joining Kristin Hull, founder & CIO, Nia Impact Capital and our own Janine Firpo, in a virtual conversation. Don’t miss this opportunity to hear directly from Jean as we explore the past, present, and future issues related […]

Free

Investing in Connection: Quarterly Member Link-Up

Zoom

Join us for the launch of our exclusive quarterly members-only link-ups! While we recognize the incredible women within the IFB community, and we are creating this space for members come together to connect, share insights, and build a supportive community. Engage in meaningful conversations and network with like-minded women through 1-on-1 conversations, small group discussions, […]

Free

RECORDING AVAILABLE NOW!!! Spring 2024 Circle Member Info Session

Online

Watch recording: Spring 2024 Circle Member Info Session If you're interested in joining a Circle for our Spring 2023 Cohort, we encourage you to attend this Info Session.  If you can't make it live, you can still RSVP and we'll email you the recording. Attendees will get an inside look at the Circle experience as […]

Free

Women Transforming the World: Aligning Your Investments With Your Values

Austin, TX Offices of Brown Advisory, 200 W 6th St Suite 1700, Austin, TX, United States

It is estimated that women currently control ⅓ of total US household assets (totaling $10 trillion) and that number will continue to grow with the unprecedented wealth transfer from baby boomers over the next decade. This presents a growing opportunity for women to shift their investments to be in alignment with their values across all […]

Open Office Hours with Lisa Cooper

Zoom

For 2024 we've launched a new series called Open Office Hours, featuring a rotating team of 4 experienced financial advisors who have offered to support our members by answering your questions in an informal setting. Every month we have an Open Office Hours session—so bring your burning questions for leading female advisors who want to […]

CDFI Loan Funds + You | Be a Champion for Underserved Communities with Julia Phipps

Zoom

Picture this: Imagine directing your investments towards federally certified institutions in the United States dedicated to driving community impact. Your investments aid small business owners in wealth creation, fuel affordable housing projects, and advance climate initiatives in underserved communities nationwide. Join us on April 16th for a webinar on engaging with CDFI (Community Development Financial […]

Free