Tue, Apr 02
|Sam's of Gedney Way
April 2019 Chapter Dinner Meeting
Please join us for our April 2nd dinner meeting! Register Today!
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.
Level of Complexity: Intermediate
Capital Markets Outlook
(this presentation has been accepted by CFP Board for 1 CFP CEU)
Janice L. Musselwhite, Senior Vice President
GAMCO Asset Management
Our speaker, Janice L. Musselwhite, will be providing a capital markets outlook in the small and mid cap US stock space and share some equities she feels are strong investment opportunities. Attendees will participate in an interactive Q&A, so we encourage you to bring your questions regarding this investment space as well as SRI and ESG.
Click here for speaker bios.
MANY THANKS TO OUR PROGRAM SPONSOR!
Gordon Henderson, CRPC®
Director - Investment Strategies
917-757-4807 - gordon.henderson@axa.com
Tickets
FPA GHV Season Pass Members*
*While there is no charge for FPA GHV local dues/season pass members, advance registration is required.
$0.00Sale endedOther 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)
$45.00Sale endedNon-Members*
*$55.00 Advance/$65.00 at door (at door, cash or check only)
$55.00Sale ended
Total
$0.00