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April 2019 Chapter Dinner Meeting

Tue, Apr 02

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Sam's of Gedney Way

Please join us for our April 2nd dinner meeting! Register Today!

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April 2019 Chapter Dinner Meeting
April 2019 Chapter Dinner Meeting

Time & Location

Apr 02, 2019, 5:30 PM – 8:30 PM

Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605, USA

About The Event

Responsible Investing is Good Business

(this presentation has been accepted by CFP Board for 1 CFP CEU)

Lenore Reiner, CFP®, Vice President & Responsible Investment Strategy Specialist

Eaton Vance Distributors

Imagine developing an interest and degree of expertise in an approach to investing that deeply resonates with many ultra-high-net-worth families, women, millennials and Gen Xers. For some advisors, mastery of this approach has become transformational as it presents an impassioned new agenda for going deeper with existing client families. "Responsible Investing Is Good Business" demystifies this rapidly growing discipline by reviewing the history, clarifying the terminology and presenting a compelling case for initiating conversations with clients.

Learning Objectives: Advisors will learn about the history of (and academic support) for Responsible Investing, explore the various ways to implement RI, and discover ways of beginning conversations with this approach.

Tickets

  • FPA GHV Season Pass Members*

    *While there is no charge for FPA GHV local dues/season pass members, advance registration is required.

    $0.00

    Sale ended
  • Other FPA Chapter Members*

    *This registration option is for FPA GHV members who are not local dues/season pass members and members of other FPA Chapters. Pricing: $45.00 Advance/$55 at door (at door, cash or check only)

    $45.00

    Sale ended
  • Non-Members*

    *$55.00 Advance/$65.00 at door (at door, cash or check only)

    $55.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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