November 4, 2019 | Chicago
Morningstar Headquarters
22 W. Washington Street, 7th Floor
Chicago, IL 60602
If you’re like many other Financial Advisors, you probably find yourself fielding more and more questions from clients about how they can align their investments with their values. Ask yourself:
Do I have a game plan for incorporating sustainable investing into my practice?
Am I keeping pace with the proliferation of sustainable investment options?
Do I have the expertise to properly evaluate these options, integrate them into client portfolios, and measure their sustainable impact?
If you answered “NO” to any of these questions, join us in Chicago on Monday, November 4.
The Money Management Institute (MMI) and Morningstar invite you to a unique, one-day forum for Financial Advisors who want to move beyond theory to practice and implement sustainable investing for their clients. The highly interactive program features:
- Practical know-how and guidance to take advantage of the sustainable investing opportunity
- An all-star lineup of industry experts and advisors who have successfully integrated ESG into their practices
- Small-group sessions to share information and ideas with other forward-looking advisors
- Potential CE credits for I&WI CIMA®, CPWA®, CIMC®, RMA®, and CFP® professionals
PLUS! To take your understanding even further, every attendee will receive one complimentary license for the MMI/Morningstar Sustainable Investing Curriculum, an eight-course online program that blends foundational knowledge with practical insights. Valued at $595, this curriculum is a great follow-on for you or a member of your team.
Invest one day to make your practice more “sustainable” – we hope you will join us in Chicago.
Can’t make it to the Forum? Click here to join the MMI/Morningstar Sustainable Investing Initiative community and receive ongoing updates and thought leadership.
