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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.
Nik Powell, RICP®, CDFA®
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.
At this time, there are no additional seminars related to this topic. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live seminars and webinars.
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