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Socially Responsible Investing: Aligning Your Financial Goals and Values*

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Does your investment portfolio reflect your values? Find out how you can benefit from socially responsible investment strategies.

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In recent years, interest in issues such as climate change, water conservation, workplace diversity and human rights has grown. Investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values. To promote sustainability in our community and world, come learn how you can benefit from socially responsible investment strategies, which aim to achieve favorable returns while embracing environmental, social and governance (ESG) best practices.We will host this seminar digitally. You’ll be able to participate from any device, and we’ll send an invitation with a link and instructions before the seminar starts. All you need to do is RSVP.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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