Socially Responsible Investing - Webinar
Event Information
Event description
Align your values and your investment strategy with a more personalized approach to investing.
About this Event
Agenda:
- Considerations for socially responsible investing
- Understanding the criteria available for investment selection of socially responsible investments
- How to align your investment strategies with your values
- Using a values questionnaire to evaluate your current portfolio
- Scoring your portfolio for socially responsible investing
- Q&A
Hosted by Marco Lima, CEO, Wealth Advisor - MRA Advisory Group and Gabe Rissman, Co-Founder, YourStake
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