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Sustainable Investing: How to Invest for Your Future and the World You Want to See

Sustainable investing, also known as socially responsible investing, offers a growing number of options for investors interested in achieving goals beyond financial growth when building their portfolios. Along with analyzing a company’s bottom line, sustainable investing allocates investments toward those that have shown a commitment to solving global challenges such as climate change, social inequality, and unfair business practices in order to make a positive impact.

Join our live webinar as we discuss investing with social responsibility, and learn ways to align your investment portfolio with your values and the impact you want to make.

This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.

Presenter

DJ Kerr portrait

Donald (DJ) Kerr III, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

Working with a team of experts means you can think about “return on life” instead of worrying about return on investment. If you are concerned about long-term financial sustainability, I can help you craft a roadmap to weather financial storms, determine how much is enough and ensure your legacy includes both wealth and wisdom. I believe in providing education to minimize the mystery of financial services and investments.

My licenses include Series 7, Series 66 and insurance. When I’m not at the office, I enjoy spending time with my wife and our four children in the great outdoors.

Date & Time
September 21, 2021 @ 12:00 pm - 1:00 pm
Venue
Webinar
Cost
Free
Register
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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

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Registration

100 available Sustainable Investing: How to Invest for Your Future and the World You Want to See

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