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
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.
$50 – Members of WISE® or WomanSage
$750 – Premium Sponsored Tables for 10
Pay an extra $10 more at the door
** Your ticket includes a three-course dinner of unparalleled cuisine, gratuities, and valet parking **