Virtual Townhall: Your Essential Guide to Sustainable Investing
Wednesday, April 20th
12pm – 1pm
Guests: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners and Sam Adams, founder and CEO of Vert Asset Management
Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more sustainable future?
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners and Sam Adams, founder of Vert Asset Management and expert in the construction of sustainable investment portfolios. We will dive deep into this topic and their new book “The Essential Guide to Sustainable Investing” discussing how it is possible to live your values and achieve your financial goals with ESG (Environmental, Social, and Governance), SRI (Socially Responsible Investing), and Impact Investing.
Join us, bring your questions, and find out how you can align your investments not only for today but for future generations. It can be done!
More about Larry Swedroe:
As a sought-after speaker and co-author of eight books on investing, Larry Swedroe has also had appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. He is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and The Evidence-Based Investor. For more information about Larry please click here.
More about Sam Adams:
Sam Adams is founder and CEO of Vert Asset Management based in Sausalito, CA. Sam has been deeply involved in environmental causes, sustainable investing and the asset management industry for more than 20 years. The firm’s mission is to help investors easily construct sustainable portfolios. For more information visit https://www.vertasset.com/.
*Copper Leaf Financial is an affiliated and separately registered entity.