Welcome to Our Free Public Webinars

Educating our community about important financial concepts is part of our mission. Due to the measures we are all taking to prevent the spread of the new coronavirus, our spring events will be held as webinars instead of in person meetings.

We hope you can join us for one or more of these timely events – they are easy to join from your home computer.  The presentations are lively, fact-filled and informal.  Your questions are encouraged!  Information is posted below. Bring your own popcorn!

Coming Events 2020

Invest Your Values – Climate Change and Fossil Fuel Free Investing

Webinar August 19 at 6 pm

The climate crisis has created an unprecedented threat to human existence and culture. To avoid the most catastrophic effects of climate change, the world must reduce greenhouse gas emissions drastically in the coming years. Fossil fuel use and deforestation are two of the biggest contributors to global warming, and successful change depends on using every tool at our disposal.

Join us for a conversation with Leslie Samuelrich, the President of Green Century Capital, a leader in the movement for fossil fuel free investing. Their fossil fuel and environmental screens, plus their award-winning shareholder advocacy programs on these topics, put Green Century in a unique position in this fight. Learn more about what is “under the hood” in their investment decisions, hear about some corporate changes they have won, and broaden your understanding of sustainable investing.

Speaker bio:

Leslie Samuelrich leads Green Century Capital Management, focusing on the firm’s investment strategies, business development, and impact investing program. The Green Century Funds have experienced 570% growth under her leadership. Ms. Samuelrich has more than 25 years of experience in ESG investing, corporate engagement, and environmental and public health advocacy. Her comments have appeared in The Wall Street Journal, Bloomberg, the New York Times, Responsible Investor, Barron’s, and many other outlets. She currently serves on the Board of Directors of the Forum for Sustainable and Responsible Investment (US SIF) and is a guest lecturer on impact investing at The Wharton School and annually presents at dozens of national and regional industry conferences and events. Ms. Samuelrich was honored with the 2019 SRI Service Award, which recognizes an “individual who has demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other SRI industry leaders.” She also was selected as one of the “43 World-Changing Women in Conscious Business” in 2020. She holds a BA in Economics from Boston College.

Register for this webinar on Wednesday, August 19 at 6 pm:  https://webinar.ringcentral.com/webinar/register/8015955456609/WN_xWWi40AWS6aTrZfdHHvnjg

Schedule of Future WEBINARS:

Sept 9 Retirement Income and the “A word” – is an annuity right for you? 

Sept 23 Setting up your professional practice 1 

November:   6 Retirement Account Options – IRA Planning

Dec 2 Setting up your professional practice 2 


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