• Steve Martin

SAVE THE DATE: "Doing Well by Doing Good" Sustainable Investing Webinar, Nov. 19th at 11:00 a.m. MST

Updated: Nov 6, 2020


"Doing Well by Doing Good - an Introduction to Sustainable / ESG Investing"

A Powerful, Impactful Webinar from Purposeful Financial Planning and Dimensional Fund Advisors

Join us Thurs. Nov. 19th at 11:00 a.m. MST to learn more about this important topic. To register, please go here.

At Purposeful Financial Planning, our main goal has always been to help our clients lead more meaningful and purposeful lives - lives that are aligned with their values.

Investors interested in “doing well” on a return basis and “doing good” philanthropically are looking for investment approaches that can be tailored to their priorities for following sustainable principles. They want to know their investments are being used in a manner consistent with their beliefs.

Sustainable investing refers to an investment approach in which ESG (environmental, social, and governance) factors are considered in the investment strategy. Other terms associated with this type of investing include impact investing, responsible investing, socially responsible investing, socially conscious investing, “green” investing, and ethical investing.

Each of these investing approaches generally share a common goal: to “do well” by “doing good.”

And now you can invest in a sustainable way that supports your personal values.

Our Webinar on November 19th will bring this option to life by introducing the basic concepts of Sustainable and ESG investing.

You will learn:

  • How to align your investments with your values

  • What Sustainable / ESG Investing is

  • Why it is good for the world and

  • Why it is good for you

Please join our 45 minute webinar at 11:00 on Thursday, November 19th, to learn more about Sustainable / ESG investing.

To register, please go here. We hope you can join us!

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