Events

Upcoming events

Spring Financial Planning seminar series

Sustainable Investing – invest your values

What is Sustainable Investing, and how can you align your investments with your personal values without sacrificing your financial return? These and other questions will be answered in this webinar. Whether you are looking to promote renewable energy, gender equality or something else, you may be able to use your investment portfolio to help create your desired impact.

Register for May 6th at 1pm

Register for May 7th at 5pm

The webinars are limited to 100 participants, reserved on a first come basis.

Past events

Planning for Retirement – Webinar, April 2020

One of the biggest financial goals for most people is preparing for retirement. There are many aspects to consider, and as the time approaches it can be somewhat stressful if you don’t have a plan for how to get there. In this webinar, we will review some of the potential hurdles and opportunities that exist, and give you some tools to help you chart your way towards and into retirement.

Social Security 101 – Webinar, April 2020

Social Security is a very valuable benefit, and the foundation of the retirement income for most retirees. In this webinar, you can learn about what Social Security can offer you, and a review of claiming strategies you can use to get the most out of the benefits you have accrued.

Socially Responsible Investing – What it is, and how to invest in line with your values

September 26th, 2019, 1pm – Davis Library, Bethesda, MD

In this seminar we will discuss what Socially Responsible Investing is, and how you may be able to align your investments with your personal values without sacrificing your financial return. Whether you are looking to promote renewable energy, gender equality or something else, you may be able to use your investment portfolio to help create your desired impact.

The seminar is in cooperation with Montgomery County Public Libraries, Davis branch. No sign up is necessary.

Impact Journey Panel

October 10th, 2018, 6pm – Bump’ N Grind, Silver Spring, MD

Join us for a discussion about the journey to impact – how investing with our values can change everything. As part of the 1-year celebration of CHGX, a fossil fuel free exchange-traded fund (ETF) on the New York Stock Exchange, the panelists will talk about their personal journeys and how to start investing for the world we want.