D&I Panel Discussion: Social Impact Investing

Helping clients build social equity: In the financial planning world, we talk a lot about equity: home equity, equity stakes in businesses, and more. But what about social equity? This panel will cover the ways that advisors can help their clients invest in a more equitable society. We could talk about socially responsible investing and impact investing, through which clients can extend capital to under-served communities while pursuing their own financial goals.

Free event, hosted by FPA of NJ. Register here: https://www.fpanj.org/events/EventDetails.aspx?id=1576147&group=

Max Mintz,

Financial Planner,

Common Interests

 

 

 

 

Kamila Elliott, CFP®

CFP Board Chair Elect,

Grid 202 Partners