Investing with Impact

  Emily Lee, Regional Sales Consultant

Trillium Asset Management

Emily will be sharing with us information on Sustainable and Impact investing.  You will learn the trends for this type of investment style and how the assets are reviewed, screened, and chosen for portfolios. SRI/ESG investments have strong appeal to Women and Millennial investors.

Come learn the importance of this style of investment and how to use your money to align with issues and interests that are important to you. This will be a great overview for your own portfolio or for sharing with your clients.   

Thank you to our event sponsor,

Christy Aleckson, MBA, BFATM

Single Point Financial Advisors, Inc.

Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial Advisors offer Advisory Services through Securities America Advisors, Inc. Single Point Financial Advisors is not an affiliated entity of the Securities America companies.