Oct 19, 2020
In this panel discussion, Chris Boyd & Inna Rivilis are joined by advisors who have actively engaged ESG investing for their clients. Discussion incorporates SRI, ESG, and Impact investing. Hear how our panel developed their approach, conduct their research, and what impact it has had on their business and how they differentiate themselves from others.
Panelists include: Catherine Valega, CFP®, CAIA, of Green Bee Advisory; Jason Lilly, CFP®, CFA®, of Cape Cod Five Cents Savings Bank's Wealth Management; and Lyman Jackson, CFP®, AIF®, of Financial Planning Solutions, LLC.
Fidelity and ESG Pro's Carin Stimolo shares insights into a helpful tool for advisors beginning to offer ESG investing for their clients. Take advantage of their fabulous discount before year-end.