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September Salon: Investing with Your Values

September 10 @ 5:15 pm - 8:30 pm

Hosted by our Partner

INVESTING WITH YOUR VALUES
MAKING MONEY & MAKING A DIFFERENCE

  • Join us for a fascinating discussion on the hottest trends in investing and family legacy.
  • Hear expert advice on how you can integrate impact investing into your portfolio for both profit and social meaning.
  • How by investing time in your legacy, you can pass on meaningful values to future generations.

What if you could align your investments with your values and NOT sacrifice performance? What would you discover if you could visit your family in 100 years?  Would you be happy with what your family has accomplished with your legacy?

The socially responsible investing movement is hot and there are no signs of it cooling off:  Learn the basics of impact investing, its evolution, long term performance and how to build a portfolio around your personal values without sacrificing performance.

Tammie Arnold, Founding Partner, Alpha Leger Technologies
Ashley Bleckner, CFP®, MA, Ellevest

Investing in Your Legacy Can Have Impact:  Tips given to the wealthiest of families can work for all of us! Listen to stories of families who use family meetings, philanthropy and travel to prepare heirs and deepen family relationships.

  Marty Dutch, Vice President, Philanthropy Services, First Foundation Bank

View the speakers’ bios here.

Bonus:

Panelists will share how they climbed over the Pink Wall to achieve their career dreams — finding their space in an industry dominated by men.

About the Pink Wall Series: Tearing Down the Pink Wall events highlight high profile women in financial services and seek to advance the role of women in the field.

TUESDAY, SEPTEMBER 10, 2019
THE CENTER CLUB – GARDEN LEVEL
650 TOWN CENTER DR.
COSTA MESA, CA
(714) 662-3414
5:15 p.m. – 8:30 p.m.

Tickets:  $50
Premium Sponsored Tables for 10:  $750

Pay an extra $10 more at the door
** Your ticket includes a three-course dinner of unparalleled cuisine,
gratuities, and valet parking **

Reservations are now closed.  Please call 949-222-4210 if you are interested in attending.

 

Details

Date:
September 10
Time:
5:15 pm - 8:30 pm
Event Category:

Venue

The Center Club, Costa Mesa, CA
650 Town Center Drive, Garden Level
Costa Mesa, CA 92626 United States
+ Google Map
Phone:
714-662-3414