FPA of Michigan | ESG 101 and Bourbon!

Join us for this unique event!

ESG 101: What Every Advisor Needs to Know

In the past decade, investors have increasingly sought out investment products that incorporate environmental, social and governance criteria in their portfolio. Some are seeking ways to align their investment portfolio with their values, while others see environmental, social and governance screens as important tools to assess a company’s long-term performance potential. We will be giving and introductory overview to “what is sustainable investing” and educate advisors on why there has been a growing demand from clients to invest in this space.

DETAILS:
Thursday, October 28th ▪ 4:00 pm to 5:30 pm
4:00 pm to 5:00 pm:  Presentation
5:00 pm to 5:30 pm: Bourbon Tasting
Virtual through Zoom

COST:
FPA of Michigan Members:  *Complimentary
 Non FPA Members:  *$25.00
*The  first 100 who register prior to October 15th, registration includes a Bourbon Tasting Kit for the second hour of this event!

This presentation has been approved for 1 CFP CE

 

 

Join us for this unique two-part event! During the first hour, Sharee Hassan, Sustainable Investing Specialist at Northern Trust Asset Management, will present "ESG 101: What Every Advisor Needs to Know". Some of the things you will learn about:

  • What is sustainable investing and what are the numerous ways clients can align their portfolio with their values.
  • Why is sustainable investing important and how is the industry changing and growing in this space.
  • What are some of the differences between exclusionary and integrated sustainable investing.
  • Why are so many clients becoming interested in sustainable investing.
  • How can you implement a sustainable investing strategy.
  • What are some tools that advisors can use to continually educate themselves on the vast changes in this environment.

During the remaining time, we will have a “virtual" Bourbon Tasting! Need an education in tasting spirits? Feel like you can only tell if something is good or bad, but not really why? Or do you just like Bourbon! If yes, be sure to stay for the second hour of this special event. And for the first 100 who register before October 15th, you will receive a tasting kit designed to walk you through your first steps in the education of our palate. The kit comes with (3) 100 ml bottles of Bourbon, (1) Bourbon Flavor Wheel, (1) Bottle of Old Limestone Mixing Water, and (1) Chunk of Barret Stave. Reminder, be sure to register before October 15th and include the address of where you want your kit mailed when you register!

Questions? Contact Mary at info@fpami.com or (248) 330-7757.

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Thank you to our event host and Silver Partner,
Lauren Metaj of Northern Trust Asset Management.