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SRI and Social Finance

Photo of Forrest Hill
Hosted By
Forrest H.
SRI and Social Finance

Details

This meetup will focus on helping people learn how to invest using SRI and how to incorporate this strategy as part of their overall financial life plan.

The program will begin with a half hour presentation by Forrest Hill. This will be followed by a 15-minute break for refreshments and networking. We will conclude with a discussion and Q&A session.

About the Presenter: Forrest Hill, PhD, CFP® is a CERTIFIED FINANCIAL PLANNER(tm) with over 10 years’ experience working with individual and institutional clients, pairing financial goals with social good. He specializes in Wealth Management, Retirement Planning, Comprehensive Financial Planning, and Socially Responsible Investing. He holds a PhD from MIT.

Photo of Napa Valley Socially Responsible Investing Group group
Napa Valley Socially Responsible Investing Group
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