Unlock the Potential of Sustainable Investing
Are you passionate about making a positive impact on the planet while growing your wealth? Join our free webinar, “Sustainable Investing: A Beginner’s Guide,” and discover how you can align your investments with your values.
In this webinar, you will learn:
What is Sustainable Investing? Demystifying ESG (Environmental, Social, and Governance) factors and impact investing.
Why Sustainable Investing Matters: Understand the growing demand for responsible investments and their potential for long-term returns.
Getting Started: Practical steps to build a sustainable portfolio, even with a limited budget.
Identifying Sustainable Companies: Learn to research and evaluate companies based on their environmental and social performance.
Available Investment Options: Exploring sustainable ETFs, mutual funds, and individual stocks.
Avoiding Greenwashing: Tips for spotting misleading claims and ensuring your investments are truly sustainable.
Agenda:
1. Introduction and Icebreaker (15 minutes)
2. Fundamentals of Investing (30 minutes)
3. Asset Allocation and Investment Vehicles (45 minutes)
4. Market Trends and Analysis (45 minutes)
5. Tax Efficiency and Optimization (30 minutes)
6. Q&A and Panel Discussion (60 minutes)
Meet the Speakers
John
Roberta
Nikolas
Voices of Satisfaction: Hear What Our Clients Have to Say!
“Thank you so much for hosting the investment webinar! I found it really informative and helpful. The presenter’s expertise and enthusiasm made the complex topics feel accessible and engaging. I appreciated the Q&A session at the end, where I was able to get my questions answered. I’ve already recommended this webinar to my friends and family who are interested in investing.”
“I attended the investment webinar, but to be honest, I was a bit confused by some of the technical jargon used. I think it would be helpful if the presenter could provide more examples or analogies to explain some of the concepts. Additionally, I would have liked to see more visuals or slides to break up the presentation and make it easier to follow. Overall, I appreciated the effort put into the webinar, but I didn’t feel like I learned as much as I had hoped.”
“I was disappointed that the investment webinar was so long. I only had 30 minutes to spare, and the presentation lasted an hour and a half. I understand that some topics require more time to explain, but perhaps a shorter version or a summary video could be made available for those who can’t commit to the full length. That being said, the presenter did provide some valuable insights and resources, so I appreciated those aspects of the webinar.”
