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Socially Responsible Investing - Webinar

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Free

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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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