Ethinvest Financial Planning Lunch & Learn (byo lunch!) - Tues, 10 March, 11:30 am
Ethinvest Financial Planning Lunch & Learn – an introduction to investing for your future with impact
Ethinvest, Australia’s longest running impact and ethical advice firm, will host a free financial planning and investing Lunch & Learn session for those interested in effective strategies to grow their wealth and plan for retirement in line with their values.
This session will provide practical and easy-to-understand information to help attendees make decisions about their finances. It is free to attend and designed as a BYO “Lunch & Learn” seminar from 11:30am to 12:30 pm, presented by two of Ethinvest’s most experienced financial advisers, Fiona Thomas and Kathryn Fitch-Daniels.
Topics for the Ethinvest session will include:
Budgeting and saving strategies
Superannuation and retirement planning
Wills and Power of Attorney
Managing debt effectively
Investments, including ethical and impact investing.
The presentation will be followed by a Q&A session.
Since 1989, Ethinvest has been helping Australians create socially conscious financial plans for fulfilling and financially secure futures that align financial goals with values for a positive impact.
The session will be ideal for those starting their career and considering a financial plan, those wanting to review their investment approach and those who interested in impact and/or ethically screened investments.
Bring lunch along and find out more about how you can improve your saving and investment strategies aligned with your areas of interest whether that be ensuring your investments are not in fossil fuels, weapons and gambling, while supporting climate change action and the energy transition or social equity.
Ethinvest event information:
What: Ethinvest Financial Planning BYO Lunch & Learn – an introduction to investing for your future with impact
Who: Ethinvest financial advisers, Fiona Thomas and Kathryn Fitch-Daniels.
When: Tues 10 March, 11:30 – 12:30
Where: UTS Balcony Room, UTS next to the Great Hall - 1 Broadway, Ultimo
RSVP via: [email protected]