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COMMUNITY REINVESTMENT DAY
A Discussion of Innovative and Thoughtful Approaches
Toward Balancing Money, Society and the Environment

PLEASE COME BE A PART OF THIS FREE EVENT
Saturday, March 9,[masked] A.M. to 1:30 P.M. (Doors open at 8:30 A.M.)
Metcalf Hall at The Winchester Unitarian Society,
478 Main Street, Winchester, MA 01890

PANEL DISCUSSION WITH:

Margaret Arndt, Holistic Financial Consultant, Sage Consulting, Inc.:
“Overview of Holistic Financial Planning and Socially Responsible Investing”
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sage Consulting, Inc. and Cambridge are not affiliated. Branch Office: 99 Crescent Street, Newton, MA 02466

Dorothy Emerson, Unitarian Universalist Minister, author of “Seeds of Opportunity” and “The Microcredit Revolution”: “Overview of Community Investing”

Eric Packer, Investment Advisor, Progressive Asset Management Group: “Community Investments and Fossil Free Portfolios in support of The 350.org Fossil Fuel Divestment Campaign”
Representative registered and securities & investment advisory services offered through Financial West Group (FWG) Member FINRA/SIPC. Progressive Asset Management Group is the Socially & Environmentally Responsible Investment Division of Financial West Group.

Tim Smith, Senior Vice President, Walden Asset Management: “Shareholder Activism and Environmental, Social and Governance Shareholder Engagement”

Catherine Valega, CFP®, CAIA, Green Bridge Wealth Management, LLC, Panel Moderator
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

PRESENTATIONS BY:
David Snieckus, “Food and Money”
Robert O. Leaver, “Banking System”
John G. Root, Jr., “Mutual Credit and Sociocracy”

TABLE DISPLAYS FROM:
Sustainable Business Network of MA, Rainbow Solutions, and MANY OTHERS!

CONVERSATION OVER A LIGHT LUNCH OF HOMEMADE SOUP
CO-SPONSORED by OCCUPY WINCHESTER and SUSTAINABLE WINCHESTER
R.S.V.P.: [masked] – DONATIONS ARE APPRECIATED