
Seek and Ye Shall Find: Introducing SRI to Socially Conscious People
Speaker(s)
Steve Schueth President, First Affirmative Financial Network
Danielle Burns MBA, AIF Business Development Consultant, First Affirmative Financial Network
Holly Testa Business Development Consultant, First Affirmative Financial Network
Description
This session is for those who are looking to grow their businesses by attracting new socially conscious clients. We will talk through an ?SRI Basics? presentation that is designed to introduce the concept of sustainable and responsible investing, discuss the real world opportunities and challenges of owning an SRI portfolio, and address the myths commonly held by those who are just recognizing their inner desire for investments that can make a difference in a troubled world. You can expect this to be an interactive session where we will learn from each other.