More and more people are trying to align their investing and gift-giving with their personal values, and for many those values are rooted in faith. By better understanding them, you can deepen your client pool and grow your own life of service.
Join Phil Cubeta, CLU®, ChFC®, AEP®, CAP®, MSFS, Chartered Advisor in Philanthropy® (CAP®) Program Director at The American College of Financial Services, as he returns to the topic of impact investing and convenes a panel of faith-based financial professionals to:
Explain the meaning and purpose of impact investing
Lay out investment strategies for values important to clients and donors of faith
Answer common questions that arise in discussions of impact investing
Show how to position your practice with clients of multiple faith traditions
Meet all our panelists below, and register now to learn how you can be the ally your clients of faith need to make all our communities a better place.
AMANDA JOSEPH - Director of Faith-Based Initiatives, Calvert Impact Capital
FRANK COLEMAN - Vice-Chair, Christian Brothers Investment Services (CBIS)
WES LYONS - General Partner, WayMaker Funds
ROBYN POLANSKY MORRISON - Founder and Lead Principal, MORR Strategy
*CFP® and American College Professional Recertification Program CE credit - 1 hour