Socially Responsible Investing: Doing Good While Doing Good 

An increasing number of individual investors seek to avoid owning companies in certain industries or with reputations for what they perceive as socially or environmentally damaging economic activities. Do you want to exercise more discretion in the investments you own? If so, David and Brandon Smith from Lifetime Planning, Inc. will teach you the basics of socially responsible investing so you can align your investments with your values.

David and Brandon Smith are Investment Adviser Representatives of Lifetime Planning, Inc. a Registered Investment Adviser, and registered representatives with LPL Finanncial, member FINRA/SIPC.

Lifetime Planning, Inc. is an investment adviser registered in California.

Lifetime Planning and LPL Financial are not affiliated.