Mar
24
4:00 PM16:00

Becoming a Radical Advisor Workshop

Calling all those committed to carrying out the solidarity economy!

Are you inspired by Resource Generation’s Transformative Investment Principles and want to help yourself and others put them into action? Are you tired of fighting with your parents' financial advisor (we call him "Chad") just to move a small portion of your money out of the stock market?

We're four experienced advisors, deeply committed to changing this field from the inside-out, and we want to help as many folks as possible join as well. We don't have all the answers, but we're wrestling with the questions together - including building alternative models to accumulation for retirement, sharing off-Wall Street investments and more.

Join us for this webinar to learn what it takes to become a radical financial advisor, including:

  • What goes into becoming a financial advisor in the first place, including space to ask yourself, is this right for me?

  • Where the gaps and fatal flaws are in the field - and how we can replace them with the principles of Transformative Investing and solidarity economy

  • Advice on how to get started if you're ready to become a radical advisor, including resources for mentorship and job opportunities

Bringing these principles into the mainstream is a radical act. And we know from the demand on our practices that there are people out there hungry for this. If this excites you, or if you're just curious, join us! No prior knowledge of finance is necessary.

Register for the Zoom link

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Oct
10
6:00 PM18:00

Impact Journey Panel with Change Finance

Join us for a discussion about the journey to impact - how investing with our values can change everything. As part of the 1-year celebration of CHGX, a fossil fuel free exchange-traded fund (ETF) on the New York Stock Exchange, the panelists will talk about their personal journeys and how to start investing for the world we want.

Panelists Include

Sally Boulter, Senior Engagement Officer of Impact Assets

Andrew Rodriguez, President + Chief Investment Officer of Change Finance

Lisa Hodges, Founder of Shift to Impact

Frank Byskov, Wealth Manager of Forty4 Financial

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Stand Against Gun Violence With Your Investments - Webinar
May
3
1:00 PM13:00

Stand Against Gun Violence With Your Investments - Webinar

We’ve marched. We’ve rallied our politicians. Now, here’s another tool for you to use to remove power from gun companies (and those that support them).

Join Lisa Hodges and Jina Penn-Tracy from Centered Wealth and Andrew Behar from As You Sow as they lead a conversation on socially-responsible investing around gun control.

SIGN UP

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