FPA of San Francisco Marin Brown Bag Lunch Event
Note:  FPA SF Brown Bag Lunch Events require FPA membership to attend.  FPA members from other chapters are welcome to attend as well as guests of FPA members.
Seating is limited so be sure to register early.

Tuesday, September 24, 2019
11:30 am - 1:00 pm 

Topic:
 Taking Planning Conversations Deeper - Leveraging Impact Investing, SRI, and ESG to Forge Enduring Client Relationships

Speaker(s):
 Sonya Dreizler, Founder
Solutions with Sonya

Thank You to Our Meeting Sponsor:
 

Program Description:
In this workshop, Sonya will cover the basics of Impact, SRI, and ESG investing, and then talk about how financial planners are uniquely positioned to capitalize on the increasing demand for this type of investing and successfully adopt it into their practices.

Sonya Dreizler is a speaker, author, consultant and subject matter expert on Impact Investing, ESG, and SRI. As the founder of Solutions With Sonya, she helps financial services firms to drive successful rollout and adoption of Impact Investing, SRI, & ESG solutions. She is a sought after speaker for national financial services conferences, and she authors Connected Investing, a popular weekly educational newsletter covering the latest developments in Impact and ESG investing, as well as terminology, interviews, and business tips.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.