Socially Responsible Investing: Aligning your Financial Goals and Values*

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2960 Diagonal Highway,Boulder CO

09 May, 2023

Description

In recent years, interest in issues such as climate change, water conservation, workplace diversity, and human rights has grown. Investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values. To promote sustainability in our community and world, learn how you can benefit from socially responsible investment strategies, which aim to achieve favorable returns while embracing environmental, social, and governance (ESG) best practices. This is an IN-PERSON seminar, held at the 2nd floor Community Room at our Boulder Diagonal Branch, located at 2960 Diagonal Hwy, Boulder, CO 80301. Lunch will be provided. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. |retirement

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