September Education Program

"The Power of Integrating
Values and Investments"

Register Online
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McCormick & Schmicks, Harborside Lake Union
(1200 Westlake Avenue North, Seattle)

11:30am - Noon Registration and Buffet Lunch
Noon - 2:00 pm Program
$48 for members; $63 for non-members

(CFP Credits Pending)

Three First-Class Presenters

Sponsored by Calvert

Paul A. Hilton
Director, Institutional and SRI Marketing at Calvert

Tracy Gary of Inspired Legacies
Philanthropic & Legacy Advisor

Phil Cubeta of Inspired Legacies
Morals Tutor to America's Wealthiest Families

Reasons to attend the September Education Event

• Be inspired by three fantastic presenters, on topics that will help you and your clients create socially responsible investing and giving.
• Network with your colleagues.
• Gain new knowledge that covers sustainable investing and ethical giving.
• Find answers and solutions for your clients that have questions regarding financial returns and social good.
• Reap insight for outstanding speakers who will challenge you to think.

All in all, it's the perfect meeting to network with those in the financial planning profession just like you.