Green America Money Mondays with a Financial Advisor
Investing can be intimidating – and socially responsible investing even more confusing.
Why not get answers from someone you can trust?
From August through November of this year, Green America is holding monthly Money Mondays office hours with a Green Business Network (GBN) financial advisor.
Some of the best financial advisors in the business – who understand the value of socially responsible investing – will be on hand to answer your questions.
There’s no script. No long presentation. Just a knowledgeable expert who can answer your questions available for an hour each month.
Our Money Mondays with a GBN-certified financial advisor will take place on the third Mondays of the month at 12 noon ET / 9 a.m. PT. The dates are:
August 17, with Allan Moskowitz of Transformative Wealth Management
September 21, with Michelle Wilson of Athens Impact Socially Responsible Investing
October 19, with Craig Walker of Greenvest
November 16, with Paulo Lopes of Woodmont Financial Partners
When you register, you’ll be signed up for all four sessions – but you can come to as many or as few as you want, whatever fits your schedule.
While our GBN financial advisors won’t be able to provide personalized financial planning, they can share their knowledge about topics like:
What is SRI / ESG investing?
How do I know if / when I can retire?
Can I invest sustainably and still earn good returns?
How do we avoid “greenwashing” in our portfolio?
What does a financial advisor do, and how do I find a good one?
We will also provide Green America’s resources on investing, as well as banking, credit cards, and property insurance – all free!
Our Money Mondays are a great way to get answers to your questions about investing and other finance topics. We hope to see you there.