Many of us invest for the purpose of meeting personal financial goals. Our efforts to help others or improve the world around us tend to be focused in other areas of our lives—raising our children, navigating our careers, or participating in our communities.
But what if our financial investments could be aligned with the same values that shape the rest of our lives? Could our money help shape the world? History seems to say yes.
Please join Wintergreen Financial Group and Eventide’s Manager of Investment Marketing, Shaun Morgan, as we trace some of the ways that investors in the past have shaped the world we live in today and explore some of the exciting opportunities we have as investors today to help shape a better world for tomorrow.
RSVP HERE for our special webinar event, The Power of Investing to Change the World on Tuesday,
October 18 at 5 PM via Zoom. Please register even if you cannot attend live! A replay will be available to registered attendees.
What is Values-Based Investing? See here: Introduction to Values-Based Investing
Securities offered through LPL Financial. Member FINRA/SIPC.
Shaun Morgan and Eventide are not affiliated with LPL Financial and Wintergreen Financial Group.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Date and Time
Tue, Oct 18, 2022
5:00p - 6:00p EST