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
Nik Powell, RICP®, CDFA®
Financial Advisor | Raymond James Financial Services, Inc.
I am committed to preparing you for the certainty of uncertainty. I can help you navigate the impacts of financial decisions, so they align with your core values. Together, we can chart a course to ensure you meet your investment goals throughout the most critical stages of life. Part of my focus areas include helping clients create strategic income plans for retirement from the public and private sector along with charitable giving strategies for a meaningful legacy.
Since starting my career in financial services in 2004, I am continually expanding my education. I currently hold the designations of Retirement Income Certified Professional® (RICP®) and Certified Divorce Financial Analyst® or (CDFA®) professional. Further, I have achieved an Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6, 7, 63, and 66 and an Oregon Resident Life and Health Insurance License.
The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Other Upcoming Events
- Loading Events
Disclosures
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
Securities and investment advisors services are:
Not a bank or credit union deposit, obligation or guarantee | May lose value | Not FDIC or NCUA/NCUSIF Insured | Not insured by any federal government agency |
|---|---|---|---|
[hidden_text]Not a bank or credit union deposit, obligation or guarantee[/hidden_text] Not a bank or credit union deposit, obligation or guarantee. | [hidden_text]May lose value[/hidden_text] May lose value. | [hidden_text]Not FDIC or NCUA/NCUSIF Insured[/hidden_text] Not FDIC or NCUA/NCUSIF Insured. | [hidden_text]Not insured by any federal government agency[/hidden_text] Not insured by any federal government agency. |
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Any opinions are those of OnPoint and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
