addressalign-toparrow-leftarrow-rightbackbellblockcalendarcameraccwchatcheckchevron-downchevron-leftchevron-rightchevron-small-downchevron-small-leftchevron-small-rightchevron-small-upchevron-upcircle-with-checkcircle-with-crosscircle-with-pluscrossdots-three-verticaleditemptyheartexporteye-with-lineeyefacebookfolderfullheartglobegmailgoogleimageimagesinstagramlinklocation-pinmagnifying-glassmailminusmoremuplabelShape 3 + Rectangle 1outlookpersonplusprice-ribbonImported LayersImported LayersImported Layersshieldstartickettrashtriangle-downtriangle-uptwitteruseryahoo

Lunchtime Lesson: Save Money for Retirement without Compromising Your Values

As a small business owner, freelancer, or entrepreneur, how do I sock away retirement money and remain proud of my portfolio?

Besides continuing to put those dollar bills under your mattress, there are options when it comes to retirement planning.  WORK member, Dale Wannen, will outline various options as well as educate attendees on strategies for investing more sustainably within these plans.

You will receive a handy one sheet description on small business investment plans and walk away with a better understanding of how to save up for that vacation home in Costa Rica with a portfolio that stays true to your values.

In order to keep these great tutorials coming your way we are asking for a $5 donation at the door from those who are not WORK members.  Thanks you so much for your support!

coWORKer Dale Wannen is President of Sustainvest Asset Management, a Petaluma-based independent investment advisory firm that helps clients integrate sustainable and responsible investing into their portfolios and retirement planning goals. 

Join or login to comment.

  • Bill W.

    Hey, Dale...what's for lunch?

    September 18, 2013

    • Natasha J.

      Hi Bill, Sorry- should clarify for newcomers. Lunch not included. Please bring a brown bag lunch if you like. Look forward to seeing you Friday! Natasha

      September 18, 2013

7 went

People in this
Meetup are also in:

Sign up

Meetup members, Log in

By clicking "Sign up" or "Sign up using Facebook", you confirm that you accept our Terms of Service & Privacy Policy