Socially Responsible Investing*: Aligning your Financial Goals and Values
Schedule
Wed Oct 23 2024 at 12:00 pm to 01:30 pm
UTC-06:00Location
Elevations Credit Union: Diagonal Branch | Boulder, CO
About this Event
To promote sustainability in our community and world, come learn how socially responsible investment strategies with Andrew Olig**, Senior Investment Specialist, Calvert Research & Management, which aim to achieve favorable returns while embracing environmental, social and governance (ESG) best practices, can benefit you. Investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values.
We will host this in-person seminar at the Diagonal Branch, 2nd Floor Conference Room, 2960 Diagonal Highway, Boulder CO 80301. Lunch will be provided.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Andrew Olig is not affiliated with CFS or Elevations Credit Union
|retirement
Where is it happening?
Elevations Credit Union: Diagonal Branch, 2960 Diagonal Highway, Boulder, United StatesEvent Location & Nearby Stays:
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