Deep Dive Courses: Looking Beyond IFB’s Core Curriculum

Zoom

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 […]

Which Financial Advisors are Right for You?

Zoom

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 […]

The Power of Financial Courage

Zoom

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 […]

$25

Ask the Expert: Private Investments & Fund Managers with Jules Pulda

Zoom

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 […]

Free to IFB Members

Applying Values to Real Estate Investments with Blake Jones

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 […]

Free to IFB Members

How Capital Markets and Risk Work with Cristina Acosta

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 […]

Free to IFB Members

Ask the Expert with Jina Penn-Tracy: Private Investments & Fund Managers

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 […]

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

Fall Circle Leader Info Session

Zoom

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 […]

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

What to Expect from Joining an Invest for Better Circle: Recording of 9/22 Webinar

Zoom

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 […]