Can your investments reflect your values and work toward long-term financial goals?
Many investors today want their money to do more than just grow—they want it to make a difference. Socially Responsible Investing (SRI) allows you to align your portfolio with the issues that matter most to you, like climate change, gun safety, clean water, and corporate ethics.
This educational seminar will help you explore how to invest with both purpose and performance in mind.
What You’ll Learn:
✔ What Socially Responsible Investing (SRI), ESG, and Impact Investing really mean
✔ How to align your financial goals with your personal values
✔ The difference between screening out harmful industries vs. investing in solutions
✔ How SRI funds are selected, measured, and monitored
✔ Performance myths and realities of values-based investing
✔ Steps to begin—or refine—your socially conscious investment strategy
Whether you’re new to SRI or want to fine-tune an existing strategy, this seminar will help you invest with clarity, confidence, and conscience.
Seating is limited — RSVP today!
📧 Email: admin@trianglefsinc.com
📞 Call: 515-282-8962
In Person:
Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Or on Zoom:
https://us02web.zoom.us/j/89108198576?pwd=6xfRQKuv5Gl9Vk1zvl7xBGkc9ZPw6V.1
