Special Presentation via zoom.
Do you want to learn more about Responsible Investing and how it holds the promise of improving our sustainable future?
Responsible Investing is one more way that change can be achieved with action. The emerging importance of ESG factors (Environmental, Social, Governance) in investment and pension-funding decisions are key to achieving positive change. Timea Sarkozi will be our speaker and will then answer many of your questions.
“What if you could invest in a way that would have a positive influence on the world? This may sound like a lofty proposition, but you can make a difference. Learn about Responsible Investing: its evolution, what it is and how it’s shaping the world. You can “do good” without sacrificing returns.”
A zoom link will be emailed to all CFUW Oakville members on or shortly before January 25.
Guests and non-members, here is how you can REGISTER to receive a Link
- Send an email to email@example.com with the subject line “Registration for Jan 25” and Include your full name and email address.
- You will receive a meeting invitation and link on or shortly before Jan 25.
Hosted by CFUW Oakville Environmental Actions Matter Committee in collaboration with HEN (Halton Environmental Network)
Timea Sarkozi, CFP, RIS has been a dedicated financial services professional since 1992, earning her Certified Financial Planner designation in 1998. Timea has had an interest in Responsible Investing for a long time and this prompted her to get her Responsible Investment Specialist designation. Given the current environmental, social and financial backdrop, helping her clients align their values with the way their wealth is created is more important than ever. She prides herself on providing her clients with a holistic approach to financial planning and making a positive difference in their lives.
(For more about our speaker Timea Sarkozi visit excelplan.ca)